Dell Technologies (DELL) and Super Micro Computer (SMCI) on Torvanta's measures: DELL grades higher on 2 of the 4 factor families and SMCI on 1.
| DELL | SMCI | |
|---|---|---|
| Value grade | B- | B+ |
| Growth grade | A | B |
| Profitability grade | D+ | D+ |
| Momentum grade | A- | C+ |
| Market value | $377.5B | $29.5B |
| P/E (trailing) | 33.7x | 13.8x |
| Forward P/E (Torvanta model estimate) | 21.0x | 8.4x |
| Revenue, last 12 months | $151.2B | $39.1B |
| Revenue growth (y/y) | +49% | +78% |
| Operating margin | 9.4% | 7.1% |
| Return on invested capital | 54.7% | 31.9% |
| Free-cash-flow yield | 2.3% | -23.6% |
| Total return, 1 year | +288.7% | -18.4% |
| Total return, 3 years | +814.9% | +55.1% |
Full DELL analysis · Full SMCI analysis
Dell Technologies (DELL) and Super Micro Computer (SMCI) on Torvanta's measures: DELL grades higher on 2 of the 4 factor families and SMCI on 1. Which fits an investor depends on their goals; this is research, not a recommendation. Subscribers see where the model ranks each and its expected return.
On trailing earnings DELL trades at 33.7x and SMCI at 13.8x; their value grades are B- and B+ against their sectors.
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See plans Or get the free weekly newsletterTorvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.
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