Dell Technologies Inc. vs NetApp, Inc., two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DELL and NTAP diverge most: on revenue growth, DELL reads +39.2% and NTAP reads +5.2%; on gross margin, DELL reads 17.8% and NTAP reads 70.1%. The rest of the comparable metrics sit closer together. On valuation, today's DELL price has a different growth bar priced in than NTAP (+36.3% implied for DELL vs +18.8% for NTAP); the higher figure is the steeper assumption to clear, not a better or worse stock. What DELL's price implies is a bet that sits within the historical range (whole-company basis). What NTAP'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 | DELL | NTAP |
|---|---|---|
| Price | $404.75 | $178.60 |
| Market cap | $265.5B | $35.0B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Mature |
| Implied growth (priced in) | +36.3% | +18.8% |
| P/E | 32.3 | 28.1 |
| P/B | — | 25.90 |
| P/S | 1.98 | 5.05 |
| EV/EBITDA | 25.7 | 19.6 |
| Revenue growth | +39.2% | +5.2% |
| Gross margin | 17.8% | 70.1% |
| Operating margin | 8.3% | 27.3% |
| Net margin | 5.8% | 18.4% |
| Return on equity | — | 94.5% |
| Return on assets | 6.8% | 11.9% |
| Return on invested capital | 24.8% | 34.0% |
| FCF yield | 3.6% | 5.3% |
| Dividend yield | 0.5% | 1.2% |
| Debt / equity | — | 1.84 |
| Current ratio | 0.95 | 1.44 |
| Altman Z (solvency) | 2.68 | 3.26 |
| Piotroski F (quality) | 7 / 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.