Dell Technologies Inc. vs FORTINET, INC., two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DELL and FTNT diverge most: on p/s, DELL reads 1.98 and FTNT reads 15.91; on net margin, DELL reads 5.8% and FTNT reads 28.2%. The rest of the comparable metrics sit closer together. What DELL's price implies is a bet that sits within the historical range (whole-company basis). What FTNT'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 | DELL | FTNT |
|---|---|---|
| Price | $404.75 | $161.89 |
| Market cap | $265.5B | $119.8B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Growth |
| Implied growth (priced in) | +36.3% | — |
| P/E | 32.3 | 57.2 |
| P/B | — | 77.22 |
| P/S | 1.98 | 15.91 |
| EV/EBITDA | 25.7 | 45.3 |
| Revenue growth | +39.2% | +18.7% |
| Gross margin | 17.8% | 80.2% |
| Operating margin | 8.3% | 33.7% |
| Net margin | 5.8% | 28.2% |
| Return on equity | — | 136.7% |
| Return on assets | 6.8% | 19.5% |
| Return on invested capital | 24.8% | 94.2% |
| FCF yield | 3.6% | 2.6% |
| Dividend yield | 0.5% | — |
| Debt / equity | — | 0.32 |
| Current ratio | 0.95 | 1.28 |
| Altman Z (solvency) | 2.68 | 7.01 |
| 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.