DELL vs. SMCI, SHOP, PANW, SNPS, ANET, CDNS, KLAC, ADI, RELX, and CRWD
Should you be buying Dell Technologies stock or one of its competitors? The main competitors of Dell Technologies include Super Micro Computer (SMCI), Shopify (SHOP), Palo Alto Networks (PANW), Synopsys (SNPS), Arista Networks (ANET), Cadence Design Systems (CDNS), KLA (KLAC), Analog Devices (ADI), Relx (RELX), and CrowdStrike (CRWD). These companies are all part of the "computer and technology" sector.
Super Micro Computer (NASDAQ:SMCI) and Dell Technologies (NYSE:DELL) are both large-cap computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, risk, profitability, dividends, valuation, community ranking, media sentiment, analyst recommendations and institutional ownership.
Super Micro Computer has a beta of 1.28, suggesting that its stock price is 28% more volatile than the S&P 500. Comparatively, Dell Technologies has a beta of 0.92, suggesting that its stock price is 8% less volatile than the S&P 500.
Super Micro Computer has a net margin of 7.92% compared to Super Micro Computer's net margin of 3.63%. Dell Technologies' return on equity of 32.34% beat Super Micro Computer's return on equity.
In the previous week, Super Micro Computer had 32 more articles in the media than Dell Technologies. MarketBeat recorded 55 mentions for Super Micro Computer and 23 mentions for Dell Technologies. Dell Technologies' average media sentiment score of 0.97 beat Super Micro Computer's score of 0.63 indicating that Super Micro Computer is being referred to more favorably in the media.
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 received 669 more outperform votes than Super Micro Computer when rated by MarketBeat users. Likewise, 59.38% of users gave Dell Technologies an outperform vote while only 44.16% of users gave Super Micro Computer an outperform vote.
84.1% of Super Micro Computer shares are held by institutional investors. Comparatively, 38.1% of Dell Technologies shares are held by institutional investors. 17.6% of Super Micro Computer shares are held by company insiders. Comparatively, 48.6% of Dell Technologies shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
Super Micro Computer presently has a consensus target price of $949.85, indicating a potential downside of 1.07%. Dell Technologies has a consensus target price of $102.88, indicating a potential downside of 13.96%. Given Dell Technologies' higher probable upside, analysts plainly believe Super Micro Computer is more favorable than Dell Technologies.
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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