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 +48.9% and NTAP reads +12.4%; on gross margin, DELL reads 20.9% 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 (+32.4% implied for DELL vs +20.7% 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 | $585.91 | $237.22 |
| Market cap | $382.0B | $47.4B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Mature |
| Implied growth (priced in) | +32.4% | +20.7% |
| P/E | 34.1 | 33.5 |
| P/B | — | 31.74 |
| P/S | 2.53 | 6.42 |
| EV/EBITDA | 26.3 | 25.5 |
| Revenue growth | +48.9% | +12.4% |
| Gross margin | 20.9% | 70.1% |
| Operating margin | 11.5% | 23.9% |
| Net margin | 7.1% | 19.2% |
| Return on equity | — | 94.8% |
| Return on assets | 8.5% | 12.9% |
| Return on invested capital | 34.8% | 36.0% |
| FCF yield | 2.2% | 3.5% |
| Dividend yield | 0.4% | 0.9% |
| Debt / equity | — | 1.66 |
| Current ratio | 0.96 | 1.24 |
| Altman Z (solvency) | 3.19 | 3.98 |
| Piotroski F (quality) | 6 / 9 | 7 / 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.