Dell Technologies Inc. vs Sandisk Corporation, two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Dell's balance sheet is a study in negative working capital, a 0.95 current ratio and equity below zero after years of buybacks, the finance structure of a company that runs on its suppliers' money; Sandisk holds the opposite posture, no debt and a 4.8 current ratio, flash-cycle winnings banked against the next downturn. The margin gap is an industry apart, 69.1% operating at Sandisk's cycle peak against Dell's 8.3% assembly economics. The multiples nearly double from Dell's 31.4 to Sandisk's 72.5 times. Both prices lean on the same AI buildout, one selling servers into it, the other selling the memory inside them. The leaner margin business is, for once, the safer-looking bet on that theme.
Comparison updated 2026-07-10.
| Metric | DELL | SNDK |
|---|---|---|
| Price | $394.31 | $2084.54 |
| Market cap | $258.7B | $327.3B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Growth |
| P/E | 31.4 | 72.5 |
| P/B | — | 23.76 |
| P/S | 1.93 | 24.82 |
| EV/EBITDA | 25.1 | 59.9 |
| Revenue growth | +39.2% | +111.6% |
| Gross margin | 17.8% | 78.3% |
| Operating margin | 8.3% | 69.1% |
| Net margin | 5.8% | 34.2% |
| Return on equity | — | 32.7% |
| Return on assets | 6.8% | 26.4% |
| Return on invested capital | 24.8% | 34.3% |
| FCF yield | 3.6% | 1.4% |
| Dividend yield | 0.5% | — |
| Debt / equity | — | 0.00 |
| Current ratio | 0.95 | 4.78 |
| Altman Z (solvency) | 2.64 | 8.30 |
| 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.