DELL vs. SMCI, KLAC, ANET, SNPS, PANW, SHOP, ADI, RELX, ABNB, and CDNS
Should you be buying Dell Technologies stock or one of its competitors? The main competitors of Dell Technologies include Super Micro Computer (SMCI), KLA (KLAC), Arista Networks (ANET), Synopsys (SNPS), Palo Alto Networks (PANW), Shopify (SHOP), Analog Devices (ADI), Relx (RELX), Airbnb (ABNB), and Cadence Design Systems (CDNS). These companies are all part of the "computer and technology" sector.
Dell Technologies (NYSE:DELL) and Super Micro Computer (NASDAQ:SMCI) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their community ranking, risk, valuation, analyst recommendations, institutional ownership, media sentiment, earnings, profitability and dividends.
Dell Technologies currently has a consensus target price of $104.63, indicating a potential downside of 21.20%. Super Micro Computer has a consensus target price of $954.38, indicating a potential upside of 19.52%. Given Super Micro Computer's higher possible upside, analysts plainly believe Super Micro Computer is more favorable than Dell Technologies.
Dell Technologies received 669 more outperform votes than Super Micro Computer when rated by MarketBeat users. Likewise, 59.41% of users gave Dell Technologies an outperform vote while only 40.70% of users gave Super Micro Computer an outperform vote.
38.1% of Dell Technologies shares are held by institutional investors. Comparatively, 84.1% of Super Micro Computer shares are held by institutional investors. 48.6% of Dell Technologies shares are held by company insiders. Comparatively, 17.6% of Super Micro Computer shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
Dell Technologies has higher revenue and earnings than Super Micro Computer. Dell Technologies is trading at a lower price-to-earnings ratio than Super Micro Computer, indicating that it is currently the more affordable of the two stocks.
Dell Technologies has a beta of 0.87, indicating that its share price is 13% less volatile than the S&P 500. Comparatively, Super Micro Computer has a beta of 1.34, indicating that its share price is 34% more volatile than the S&P 500.
In the previous week, Super Micro Computer had 36 more articles in the media than Dell Technologies. MarketBeat recorded 55 mentions for Super Micro Computer and 19 mentions for Dell Technologies. Super Micro Computer's average media sentiment score of 1.10 beat Dell Technologies' score of 0.49 indicating that Super Micro Computer is being referred to more favorably in the news media.
Super Micro Computer has a net margin of 8.88% compared to Dell Technologies' net margin of 3.63%. Super Micro Computer's return on equity of 34.09% beat Dell Technologies' return on equity.
Summary
Super Micro Computer beats Dell Technologies on 11 of the 18 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding DELL and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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