COMPARE · Reviewed August 3, 2026
DELL vs LOGI
Verdict: Side-by-side breakdown using the Bull Rankings model. DELL scored 63.4, LOGI scored 63.5 — LOGI leads.
Compare another set
DELL
Dell Technologies Inc.
63.4
$429.02 · $277.2B
fundamentals as of
Score gap
0.1
LOGI leads
LOGI
Logitech International S.A.
63.5
$105.11 · $15.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
DELL
stronger →← stronger
LOGI
62
Qualityreturns · margins · balance sheet
93
88
Growthrevenue & earnings expansion
55
47
Valuevaluation vs sector peers
50
LOGI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DELL
LOGI
$9.4bB+
FCF
$1.0bC+
+38.6%A
Rev
+6.6%C+
—
D/E
0.04A-
34.1xB
P/E
19.3xA-
0.66A-
PEG
1.82C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DELL
LOGI
88% above
Price vs fair valuelower is cheaper
31% below
~29%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-56%
1-yr DCF upside
+40%
-47%
5-yr DCF upside
+45%
-30%
10-yr DCF upside
+53%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DELL
Why this score
- Buying back stock
- Raising its dividend
- Short track record
LOGI
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
The companies
DELLDell Technologies Inc.
Why now
Computer Hardware · market cap $277.2b. 9% off the 52-week high of $469.47. Revenue growing +39% — in hypergrowth territory. PEG 0.66 — paying under fair value for the growth rate. 23 sell-side analysts rate this a Buy with a mean 1-yr target of $502.78 (implying +17% upside).
Moat
FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $277.2b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Beta 1.40 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 34x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE -599% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
LOGILogitech International S.A.
Why now
Computer Hardware · market cap $15.1b. 19% off the 52-week high of $129.66. 10 sell-side analysts rate this a Hold with a mean 1-yr target of $108.60 (implying +3% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 34% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.