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 2.53 and FTNT reads 19.14; on net margin, DELL reads 7.1% 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 | $585.91 | $194.68 |
| Market cap | $382.0B | $144.0B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Growth |
| Implied growth (priced in) | +32.4% | — |
| P/E | 34.1 | 68.8 |
| P/B | — | 92.87 |
| P/S | 2.53 | 19.14 |
| EV/EBITDA | 26.3 | 54.4 |
| Revenue growth | +48.9% | +18.7% |
| Gross margin | 20.9% | 80.2% |
| Operating margin | 11.5% | 33.7% |
| Net margin | 7.1% | 28.2% |
| Return on equity | — | 136.7% |
| Return on assets | 8.5% | 19.5% |
| Return on invested capital | 34.8% | 94.2% |
| FCF yield | 2.2% | 2.2% |
| Dividend yield | 0.4% | — |
| Debt / equity | — | 0.32 |
| Current ratio | 0.96 | 1.28 |
| Altman Z (solvency) | 3.19 | 7.01 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.