CISCO SYSTEMS, INC. vs Dell Technologies Inc., two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CSCO and DELL diverge most: on revenue growth, CSCO reads +11.7% and DELL reads +48.9%; on dividend yield, CSCO reads 1.5% and DELL reads 0.4%. The rest of the comparable metrics sit closer together. On valuation, today's CSCO price has a different growth bar priced in than DELL (+21.5% implied for CSCO vs +33.9% for DELL); the higher figure is the steeper assumption to clear, not a better or worse stock. What CSCO's price implies is a bet that sits within the historical range (whole-company basis). What DELL's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CSCO | DELL |
|---|---|---|
| Price | $112.19 | $566.56 |
| Market cap | $446.7B | $369.4B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Mature | Growth |
| Implied growth (priced in) | +21.5% | +33.9% |
| P/E | 33.7 | 33.0 |
| P/B | 8.88 | — |
| P/S | 7.05 | 2.44 |
| EV/EBITDA | 30.3 | 26.7 |
| Revenue growth | +11.7% | +48.9% |
| Gross margin | 64.1% | 20.9% |
| Operating margin | 24.7% | 11.5% |
| Net margin | 19.1% | 7.1% |
| Return on equity | 24.1% | — |
| Return on assets | 9.3% | 8.5% |
| Return on invested capital | 14.4% | 27.6% |
| FCF yield | 2.9% | 2.3% |
| Dividend yield | 1.5% | 0.4% |
| Debt / equity | 0.66 | — |
| Current ratio | 0.93 | 0.96 |
| Altman Z (solvency) | 3.97 | 3.13 |
| Piotroski F (quality) | 7 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.