Dell Technologies sells technology equipment, software-related offerings, services and financing to organizations and individuals. Its portfolio runs from PCs and peripherals used by employees and consumers to the infrastructure that stores, processes, connects and protects data in corporate and cloud data centers.
Arista Networks sells networking equipment and software that connect computers, applications and users across data centers, offices and other locations. Founded in 2004, it is headquartered in Santa Clara and led by Chief Executive Officer Jayshree Ullal.
Seagate Technology Holdings plc makes mass-capacity data-storage products. It designs and manufactures hard disk drives (HDDs), storage systems and related solutions that let customers preserve, access, manage and reuse large quantities of digital data.
Western Digital is a San Jose-based developer, manufacturer and provider of data-storage devices and solutions based on hard disk drive (HDD) technology. Irving Tan is chief executive officer.
Market cap$100.2B
Revenue growth (Q)+55.5%
EPS growth (Q)+50.8%
FCF growth (Q)+129.9%
Revenue growth (next yr)+65.0%
Net margin69.2%
ROE131.5%
P/E9.2×
Forward P/E15.1×
P/FCF22.5×
Dividend yield0.21%
Insider ownership0.00%
Insider buys / sells (12M)—/$72.2M
Reported
FY2023
FY2024
FY2025
FY2026
TTM
Revenue
$6.3B
$6.3B
$9.5B
$12.9B
$14.5B
EPS
−$5.44
−$2.61
$5.13
$24.28
$25.77
Free cash flow
−$1.2B
−$586.0M
$1.3B
$3.5B
$4.3B
Net debt
$5.0B
$5.9B
$2.6B
−$527.0M
−$525.0M
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