Dell Technologies Inc.(DELL.K) – Upholds a partnership strategy to ensure long term growth

Dell Technologies Inc .(DELL.K) (Q1FY24)

Introduction

Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).

The ISG segment provides traditional and next-generation storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage; and rack, blade, tower, and hyperscale servers. This segment also offers networking products and services that help its business customers to transform and modernize their infrastructure, mobilize and enrich end-user experiences, and accelerate business applications and processes; attached software and peripherals; and support and deployment, configuration, and extended warranty services.

The CSG segment provides desktops, workstations, and notebooks; displays, docking stations, and other electronics; and third-party software and peripherals, as well as support and deployment, configuration, and extended warranty services.

The company is also involved in the provision of cybersecurity technology-driven security solutions to prevent security breaches, detect malicious activity, respond rapidly when a security breach occurs, and identify emerging threats; originating, collecting, and servicing customer financing arrangements; and infrastructure-as-a-service solutions, as well as in the resale of VMware products and services.

Highlights

In ISG, demand was very soft overall as deals were pushed forward or deal sizes were reduced. This resulted in a decrease of revenue of 18% Y/Y to $7.59bn due to enterprises being cautious with their IT spending.

Stock performance

Dell Technologies’ stock price showed an upward trend in the past 3-month period and gave a 15% return. The stock price increased by 17% in the past 1-year. The stock has a 52-week high of $58.72 and a 52-week low of $32.9.

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Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– CrispIdea Segment Forecast
– Economic Value Added Analysis
– PE Band Comparison
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– Key Developments

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages: 37

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