Dell Technologies Inc. vs Western Digital Corporation, two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DELL and WDC diverge most: on net margin, DELL reads 7.1% and WDC reads 59.7%; on return on assets, DELL reads 8.5% and WDC reads 55.6%. 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 WDC'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 | WDC |
|---|---|---|
| Price | $585.91 | $397.33 |
| Market cap | $382.0B | $143.3B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Growth |
| Implied growth (priced in) | +32.4% | — |
| P/E | 34.1 | 16.4 |
| P/B | — | 16.16 |
| P/S | 2.53 | 11.09 |
| EV/EBITDA | 26.3 | 29.6 |
| Revenue growth | +48.9% | +35.5% |
| Gross margin | 20.9% | 54.1% |
| Operating margin | 11.5% | 41.7% |
| Net margin | 7.1% | 59.7% |
| Return on equity | — | 87.0% |
| Return on assets | 8.5% | 55.6% |
| Return on invested capital | 34.8% | 47.0% |
| FCF yield | 2.2% | 2.5% |
| Dividend yield | 0.4% | 0.1% |
| Debt / equity | — | 0.12 |
| Current ratio | 0.96 | 1.33 |
| Altman Z (solvency) | 3.19 | 8.43 |
| Piotroski F (quality) | 6 / 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.