DELL vs. SMCI, RELX, KLAC, SNPS, ANET, CDNS, CRWD, INFY, ADI, and PANW
Should you be buying Dell Technologies stock or one of its competitors? The main competitors of Dell Technologies include Super Micro Computer (SMCI), Relx (RELX), KLA (KLAC), Synopsys (SNPS), Arista Networks (ANET), Cadence Design Systems (CDNS), CrowdStrike (CRWD), Infosys (INFY), Analog Devices (ADI), and Palo Alto Networks (PANW). 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 investment? We will compare the two businesses based on the strength of their earnings, risk, dividends, media sentiment, analyst recommendations, profitability, community ranking, institutional ownership and valuation.
Dell Technologies received 670 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 42.50% of users gave Super Micro Computer an outperform vote.
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.
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.
84.1% of Super Micro Computer shares are owned by institutional investors. Comparatively, 38.1% of Dell Technologies shares are owned by institutional investors. 17.6% 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 large money managers, hedge funds and endowments believe a company will outperform the market over the long term.
Super Micro Computer currently has a consensus price target of $949.85, indicating a potential upside of 10.78%. Dell Technologies has a consensus price target of $104.63, indicating a potential downside of 16.33%. Given Dell Technologies' higher possible upside, research analysts plainly believe Super Micro Computer is more favorable than Dell Technologies.
In the previous week, Super Micro Computer had 56 more articles in the media than Dell Technologies. MarketBeat recorded 82 mentions for Super Micro Computer and 26 mentions for Dell Technologies. Dell Technologies' average media sentiment score of 0.59 beat Super Micro Computer's score of 0.35 indicating that Super Micro Computer is being referred to more favorably in the media.
Super Micro Computer has a beta of 1.28, suggesting that its share price is 28% more volatile than the S&P 500. Comparatively, Dell Technologies has a beta of 0.92, suggesting that its share price is 8% less volatile than the S&P 500.
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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