Dell Technologies Inc. (DELL) vs Seagate Technology Holdings PLC (STX)

Dell Technologies Inc. and Seagate Technology Holdings PLC are both Computer Hardware companies. Dell Technologies Inc. is the larger, with a market value of $348.7B against $209.2B — 1.7× the size. Dell Technologies Inc. trades at the lower P/E: 32.4× against 63.4×. Dell Technologies Inc. grew revenue faster over the last twelve months: 49.0% against 34.1%. Seagate Technology Holdings PLC has the higher net margin (26.1% vs 7.53%) and the lower return on invested capital (63.5% vs 68.6%). Both pay a dividend; Seagate Technology Holdings PLC yields more (3.18% vs 1.75%). Across the 22 metrics below, Dell Technologies Inc. leads on 11 and Seagate Technology Holdings PLC on 11.

Valuation

Metric DELL STX Computer Hardware median
P/E 32.42 63.40 20.64
P/S 2.40 16.46 2.95
P/B n/m 92.66 2.78
Price to free cash flow 42.41 64.67 25.64
EV/EBITDA 21.83 46.37 20.51
EV/Sales 2.50 16.62 3.48
Earnings yield 3.08% 1.58% (4.08%)
Free cash flow yield 2.36% 1.55% (2.90%)

Profitability

Metric DELL STX Computer Hardware median
Gross margin 19.80% 45.58% 37.84%
Operating margin 9.43% 33.57% (0.80%)
Net margin 7.53% 26.11% (14.15%)
Free cash flow margin 5.66% 25.46% 0.00%
Return on equity (542.71%) 371.53% (2.10%)
Return on assets 10.51% 35.39% (0.42%)
Return on invested capital 68.58% 63.52% 0.00%

Growth

Metric DELL STX Computer Hardware median
Revenue growth (TTM) 49.03% 34.06% 27.21%
EPS growth (last fiscal year) 36.05% 105.32% —
Revenue growth, 5-year CAGR 5.55% 2.69% 0.81%
Net income growth, 5-year CAGR 12.80% 19.36% 0.00%

Health

Metric DELL STX Computer Hardware median
Debt to equity (18.21) 1.65 0.00
Current ratio 0.96 1.67 2.76
Net debt to EBITDA 1.07 0.43 0.46

Dividend

Metric DELL STX Computer Hardware median
Dividend yield 1.75% 3.18% 2.47%
Payout ratio 0.54 0.54 0.00

Size

Metric DELL STX Computer Hardware median
Market cap 348.74b 209.18b 462.08m

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