DELL vs. SMCI, ABNB, PANW, KLAC, ANET, ADI, SNPS, RELX, CRWD, and APH
Should you be buying Dell Technologies stock or one of its competitors? The main competitors of Dell Technologies include Super Micro Computer (SMCI), Airbnb (ABNB), Palo Alto Networks (PANW), KLA (KLAC), Arista Networks (ANET), Analog Devices (ADI), Synopsys (SNPS), Relx (RELX), CrowdStrike (CRWD), and Amphenol (APH). 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 contrast the two companies based on the strength of their institutional ownership, valuation, earnings, profitability, risk, analyst recommendations, community ranking, dividends and media sentiment.
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.
Super Micro Computer has a net margin of 8.88% compared to Super Micro Computer's net margin of 3.63%. Dell Technologies' return on equity of 34.09% beat Super Micro Computer's return on equity.
Super Micro Computer has a beta of 1.34, indicating that its stock price is 34% more volatile than the S&P 500. Comparatively, Dell Technologies has a beta of 0.87, indicating that its stock price is 13% less volatile than the S&P 500.
Super Micro Computer presently has a consensus price target of $954.38, suggesting a potential upside of 7.49%. Dell Technologies has a consensus price target of $108.63, suggesting a potential downside of 27.35%. Given Dell Technologies' higher possible upside, equities analysts plainly believe Super Micro Computer is more favorable than Dell Technologies.
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 insiders. Comparatively, 48.6% of Dell Technologies shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
In the previous week, Dell Technologies had 5 more articles in the media than Super Micro Computer. MarketBeat recorded 42 mentions for Dell Technologies and 37 mentions for Super Micro Computer. Dell Technologies' average media sentiment score of 1.02 beat Super Micro Computer's score of 0.58 indicating that Super Micro Computer is being referred to more favorably in the media.
Dell Technologies received 671 more outperform votes than Super Micro Computer when rated by MarketBeat users. Likewise, 59.48% of users gave Dell Technologies an outperform vote while only 40.70% of users gave Super Micro Computer an outperform vote.
Summary
Super Micro Computer beats Dell Technologies on 10 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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