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 +9.2% and DELL reads +39.2%; on p/s, CSCO reads 7.60 and DELL reads 1.98. The rest of the comparable metrics sit closer together. What CSCO's price implies is a somewhat stretched bet versus history (whole-company basis). What DELL's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CSCO | DELL |
|---|---|---|
| Price | $116.00 | $404.75 |
| Market cap | $461.9B | $265.5B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +28.1% |
| P/E | 38.5 | 32.3 |
| P/B | 9.45 | — |
| P/S | 7.60 | 1.98 |
| EV/EBITDA | 34.5 | 25.7 |
| Revenue growth | +9.2% | +39.2% |
| Gross margin | 63.6% | 17.8% |
| Operating margin | 25.0% | 8.3% |
| Net margin | 19.7% | 5.8% |
| Return on equity | 24.5% | — |
| Return on assets | 9.5% | 6.8% |
| Return on invested capital | 14.2% | 24.8% |
| FCF yield | 2.5% | 3.6% |
| Dividend yield | 1.4% | 0.5% |
| Debt / equity | 0.71 | — |
| Current ratio | 0.92 | 0.95 |
| Altman Z (solvency) | 4.18 | 2.68 |
| Piotroski F (quality) | 6 / 9 | 7 / 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.