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.
Where DELL and SNDK diverge most: on operating margin, DELL reads 8.3% and SNDK reads 69.1%; on p/s, DELL reads 1.98 and SNDK reads 15.93. 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). The bull and bear cases for each are in their full reports below.
| Metric | DELL | SNDK |
|---|---|---|
| Price | $404.75 | $1214.05 |
| Market cap | $265.5B | $179.8B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Growth |
| Implied growth (priced in) | +36.3% | — |
| P/E | 32.3 | — |
| P/B | — | 13.05 |
| P/S | 1.98 | 15.93 |
| EV/EBITDA | 25.7 | 32.7 |
| Revenue growth | +39.2% | +111.6% |
| Gross margin | 17.8% | 78.3% |
| Operating margin | 8.3% | 69.1% |
| Net margin | 5.8% | 40.0% |
| Return on equity | — | 32.7% |
| Return on assets | 6.8% | 26.4% |
| Return on invested capital | 24.8% | 34.2% |
| FCF yield | 3.6% | 2.5% |
| Dividend yield | 0.5% | — |
| Debt / equity | — | 0.00 |
| Current ratio | 0.95 | 4.78 |
| Altman Z (solvency) | 2.68 | 8.19 |
| 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.