Verdict: Side-by-side breakdown using the Bull Rankings model. STX scored 63.1, DELL scored 70.9 — DELL leads.
Compare another set
STX
Seagate Technology Holdings plc
Computer Hardware · Quality-Growth
63.1
$783.00 · $178.0B
fundamentals as of
Score gap
7.8
DELL leads
DELL
Dell Technologies Inc.
Computer Hardware · Quality-Growth
70.9
$586.06 · $372.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestDELL33.4x
Fastest growthDELL+49.0%
Highest qualityDELL83 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
STX
stronger →← stronger
DELL
75
Qualityreturns · margins · balance sheet
83
81
Growthrevenue & earnings expansion
87
41
Valuevaluation vs sector peers
49
DELL is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
STX
DELL
$3.1bB
FCF
$8.6bB+
+34.1%A
Rev
+49.0%A
1.80C
D/E
Negative equity
56.3xC
P/E
33.4xB
0.44A
PEG
0.58A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
STX
DELL
303% above
Price vs fair valuelower is cheaper
228% above
~56%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~41%/yr
-81%
1-yr DCF upside
-73%
-75%
5-yr DCF upside
-70%
-65%
10-yr DCF upside
-65%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
STX
Why this score
Durable high returns
Diluting shareholders
DELL
Why this score
Buying back stock
Raising its dividend
Durable high returns
The companies
STXSeagate Technology Holdings plc
Computer Hardware · $783.00 · beta 2.08
Why now
Computer Hardware · market cap $178.0b. Down 32% from 52-week high of $1145.00 — deep drawdown territory. Revenue growing +34% — in hypergrowth territory. PEG 0.44 — paying under fair value for the growth rate. 23 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $1,144 (implying +46% upside).
Moat
Net margin 26% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. FCF converts 98% of net income — earnings translate cleanly into cash. $178.0b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 56.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.08 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
DELLDell Technologies Inc.
Computer Hardware · $586.06 · beta 1.44
Why now
Computer Hardware · market cap $372.6b. Trading near 52-week high of $595.51 — momentum setup, limited technical margin of safety. Revenue growing +49% — in hypergrowth territory. PEG 0.58 — paying under fair value for the growth rate. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $585.96 (implying -0% upside).
Moat
$372.6b 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
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 1.44 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 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
STX leads DELL by 0.5 points (69.7 to 69.2), its sharpest advantage coming in PEG (grade A). A contrarian could still prefer DELL for its stronger P/S (grade A-).
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where STX and DELL diverge
On the headline score the gap is 7.8 points in favor of DELL. The widest single difference is Value, where DELL leads by 8.1 points.
ValueSTX 41.3 · DELL 49.4DELL +8.1
QualitySTX 75.0 · DELL 82.9DELL +7.9
GrowthSTX 81.0 · DELL 87.1DELL +6.1
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is DELL or STX the better stock?
DELL scores higher: DELL 70.9, STX 63.1 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do DELL and STX differ most?
The widest gap is value, where DELL leads by 8 points on the 0–100 pillar scale. DELL leads all three pillars, so the gap is broad rather than a single-measure difference.
How are DELL and STX scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.