DELL vs. SMCI, NXPI, TEAM, ROP, APH, SNOW, AMX, ANET, MSI, and BIDU
Should you be buying Dell Technologies stock or one of its competitors? The main competitors of Dell Technologies include Super Micro Computer (SMCI), NXP Semiconductors (NXPI), Atlassian (TEAM), Roper Technologies (ROP), Amphenol (APH), Snowflake (SNOW), América Móvil (AMX), Arista Networks (ANET), Motorola Solutions (MSI), and Baidu (BIDU). 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 better investment? We will compare the two businesses based on the strength of their profitability, earnings, analyst recommendations, valuation, institutional ownership, dividends, community ranking, risk and media sentiment.
Super Micro Computer has a net margin of 8.98% compared to Super Micro Computer's net margin of 2.03%. Dell Technologies' return on equity of 35.13% beat Super Micro Computer's return on equity.
72.8% of Super Micro Computer shares are owned by institutional investors. Comparatively, 38.1% of Dell Technologies shares are owned by institutional investors. 14.5% of Super Micro Computer shares are owned by company insiders. Comparatively, 48.6% of Dell Technologies shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.
Dell Technologies has higher revenue and earnings than Super Micro Computer. Super Micro Computer is trading at a lower price-to-earnings ratio than Dell Technologies, 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, 59.21% of users gave Dell Technologies an outperform vote while only 35.19% of users gave Super Micro Computer an outperform vote.
Super Micro Computer has a beta of 1.29, indicating that its stock price is 29% more volatile than the S&P 500. Comparatively, Dell Technologies has a beta of 1.04, indicating that its stock price is 4% more volatile than the S&P 500.
In the previous week, Dell Technologies had 8 more articles in the media than Super Micro Computer. MarketBeat recorded 18 mentions for Dell Technologies and 10 mentions for Super Micro Computer. Dell Technologies' average media sentiment score of 1.63 beat Super Micro Computer's score of 0.71 indicating that Super Micro Computer is being referred to more favorably in the media.
Super Micro Computer currently has a consensus price target of $332.83, indicating a potential upside of 29.24%. Dell Technologies has a consensus price target of $67.25, indicating a potential downside of 1.03%. Given Dell Technologies' higher possible upside, research analysts plainly believe Super Micro Computer is more favorable than Dell Technologies.
Summary
Super Micro Computer beats Dell Technologies on 9 of the 17 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.
Skip ChartThis 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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