Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, computer giant Dell
With that in mind, let's take a closer look at Dell's business and see what CAPS investors are saying about the stock right now.
Dell facts
| Headquarters (Founded) | Round Rock, Texas (1984) |
| Market Cap | $21.9 billion |
| Industry | Computer hardware |
| Trailing-12-Month Revenue | $61.5 billion |
| Management | Founder/Chairman/CEO Michael Dell CFO Brian Gladden |
| Return on Equity (Average, Past 3 Years) | 36.9% |
| Cash/Debt | $13.7 billion / $9.0 billion |
| Competitors |
Hewlett-Packard IBM Lenovo Group |
Sources: S&P Capital IQ and Motley Fool CAPS.
On CAPS, 29% of the 5,734 members who have rated Dell believe the stock will underperform the S&P 500 going forward.
Just last month, one of those bears, plxtal, listed several of the factors working against Dell:
- mobile revolution
- highest share of exposure to PC market ...
- Still playing [catch-up] in services, server and corporate market to [Hewlett-Packard] and IBM
- Retail & peripherals products are getting irrelevant
Dell should stabilize at some point if they continue to focus on the cloud and corporate market. For now they don't look too good.
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