Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Computer Hardware Stocks

Computer Hardware: Dell Technologies Inc. owns the largest revenue base; IonQ, Inc. has the fastest current growth.

01 · the industry itself · before any single company

How has Computer Hardware moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 649% ahead of S&P 500. Earnings across its companies grew 29% on average over the last four reported quarters. It has been ahead of S&P 500 on a rolling three-month view for 27 weeks running.

LEADER · ahead 27w✓Price and the fundamentals both up10 of 25 companies ahead of S&P 500 by 5% or more over three months

RS ↑27w · 16/24 >200d (+2) · 10/25 lead (−7) · EPS 20/25↑

2005001000200020262025202420232022 1951348 TRAILING 12-MONTH EPS · 100 AT THE START0100157Jun 22Dec 22Jun 23Dec 23Jun 24Dec 24Jun 25Dec 25Jun 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 7 reporting · thin coverageJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 13 reportingSep 2022 · trailing 12-month earnings per share at 72, against 100 at the start · no comparable year yet · 14 reportingDec 2022 · trailing 12-month earnings per share at 34, against 100 at the start · down 100.0% on a year ago · 13 reportingMar 2023 · trailing 12-month earnings per share at 42, against 100 at the start · down 100.0% on a year ago · 12 reportingJun 2023 · trailing 12-month earnings per share at 39, against 100 at the start · down 57.3% on a year ago · 13 reportingSep 2023 · trailing 12-month earnings per share at 28, against 100 at the start · down 60.3% on a year ago · 12 reportingDec 2023 · trailing 12-month earnings per share at 51, against 100 at the start · up 21.3% on a year ago · 13 reportingMar 2024 · trailing 12-month earnings per share at 59, against 100 at the start · up 38.1% on a year ago · 12 reportingJun 2024 · trailing 12-month earnings per share at 61, against 100 at the start · up 61.0% on a year ago · 13 reportingSep 2024 · trailing 12-month earnings per share at 53, against 100 at the start · up 64.1% on a year ago · 12 reportingDec 2024 · trailing 12-month earnings per share at 60, against 100 at the start · up 28.0% on a year ago · 14 reportingMar 2025 · trailing 12-month earnings per share at 61, against 100 at the start · up 7.1% on a year ago · 13 reportingJun 2025 · trailing 12-month earnings per share at 56, against 100 at the start · up 1.1% on a year ago · 14 reportingSep 2025 · trailing 12-month earnings per share at 62, against 100 at the start · up 0.4% on a year ago · 10 reportingDec 2025 · trailing 12-month earnings per share at 83, against 100 at the start · up 12.2% on a year ago · 14 reportingMar 2026 · trailing 12-month earnings per share at 109, against 100 at the start · up 19.7% on a year ago · 13 reportingJun 2026 · trailing 12-month earnings per share at 157, against 100 at the start · up 82.0% on a year ago · 6 reporting · thin coverageNot reported yet — earnings trail price by a quarter or two157No earnings on file this far back — the price series reaches further than the filings do
2005001000200020262025202420232022 1951348 TRAILING 12-MONTH EPS · 100 AT THE START0100157Jun 22Jun 23Jun 24Jun 25Jun 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 7 reporting · thin coverageJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 13 reportingSep 2022 · trailing 12-month earnings per share at 72, against 100 at the start · no comparable year yet · 14 reportingDec 2022 · trailing 12-month earnings per share at 34, against 100 at the start · down 100.0% on a year ago · 13 reportingMar 2023 · trailing 12-month earnings per share at 42, against 100 at the start · down 100.0% on a year ago · 12 reportingJun 2023 · trailing 12-month earnings per share at 39, against 100 at the start · down 57.3% on a year ago · 13 reportingSep 2023 · trailing 12-month earnings per share at 28, against 100 at the start · down 60.3% on a year ago · 12 reportingDec 2023 · trailing 12-month earnings per share at 51, against 100 at the start · up 21.3% on a year ago · 13 reportingMar 2024 · trailing 12-month earnings per share at 59, against 100 at the start · up 38.1% on a year ago · 12 reportingJun 2024 · trailing 12-month earnings per share at 61, against 100 at the start · up 61.0% on a year ago · 13 reportingSep 2024 · trailing 12-month earnings per share at 53, against 100 at the start · up 64.1% on a year ago · 12 reportingDec 2024 · trailing 12-month earnings per share at 60, against 100 at the start · up 28.0% on a year ago · 14 reportingMar 2025 · trailing 12-month earnings per share at 61, against 100 at the start · up 7.1% on a year ago · 13 reportingJun 2025 · trailing 12-month earnings per share at 56, against 100 at the start · up 1.1% on a year ago · 14 reportingSep 2025 · trailing 12-month earnings per share at 62, against 100 at the start · up 0.4% on a year ago · 10 reportingDec 2025 · trailing 12-month earnings per share at 83, against 100 at the start · up 12.2% on a year ago · 14 reportingMar 2026 · trailing 12-month earnings per share at 109, against 100 at the start · up 19.7% on a year ago · 13 reportingJun 2026 · trailing 12-month earnings per share at 157, against 100 at the start · up 82.0% on a year ago · 6 reporting · thin coverageNot reported yet — earnings trail price by a quarter or twoNo earnings on file this far back — the price series reaches further than the filings do
Computer Hardware, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 25 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Computer Hardware outperforming S&P 500?

Computer Hardware has outperformed S&P 500 by 68.2% over the last 52 weeks. Over 13 weeks the gap is a lead of 6%. 13 of 26 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Dell Technologies Inc. is the strongest against the sector itself at +76%.

+6.0%Sector vs S&P 500 · 13 weeks
+68.2%Sector vs S&P 500 · 52 weeks
13/26Stocks leading S&P 500
9/26Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Computer Hardware has outperformed S&P 500 by 68.2% over 52 weeks and 6% over 13 weeks. 13 of 26 covered companies beat the S&P 500 on Mansfield relative strength, while 9 of 26 beat the sector itself. Dell Technologies Inc. leads with revenue of $134,002 million, based on 21 of 29 comparable companies through Jun 2026.

Companies
29
complete canonical membership
Combined market value
$1.3T
Dell Technologies Inc.
Revenue growing
14/20
positive TTM year-on-year growth
Beating S&P 500
13/26
positive Mansfield relative strength
Comparing 5 of 29
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Dell Technologies Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 81.1% evidence confidence.
HP Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
AstroNova, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Dell Technologies Inc.DELL 78.2/100Favorable setup81% evidence LEADER 27.9/35 Revenue 38.6% · PAT 84.8% · OPM change 3.3 pp 83% evidence 15.1/25 ROCE 9.5% · OPM 8.3% 76% evidence 15.2/20 P/E 16.7× · PEG 0.36 65% evidence 20.0/20 RS sector 76% · RS bench 106.8% · 1Y 239.6%12 of 12 weeks ahead 100% evidence
Exact sum: 27.9 + 15.1 + 15.2 + 20 = 78.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Sandisk CorporationSNDK 64.7/100Thin evidence · provisional56% evidence FADING 22.1/35 Revenue — · PAT — · OPM change 68.2 pp 39% evidence 19.9/25 ROCE 30.7% · OPM 69.1% 76% evidence 9.4/20 P/E 24.4× · PEG — 15% evidence 13.3/20 RS sector 64.8% · RS bench 82.3% · 1Y 3119.7%10 of 12 weeks ahead 100% evidence
Exact sum: 22.1 + 19.9 + 9.4 + 13.3 = 64.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3Seagate Technology Holdings plcSTX 63.6/100Thin evidence · provisional56% evidence FADING 21.5/35 Revenue — · PAT — · OPM change 8.9 pp 39% evidence 20.1/25 ROCE 25.5% · OPM 32.1% 76% evidence 8.9/20 P/E 59× · PEG — 15% evidence 13.1/20 RS sector 42.8% · RS bench 65.5% · 1Y 461.8%11 of 12 weeks ahead 100% evidence
Exact sum: 21.5 + 20.1 + 8.9 + 13.1 = 63.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4Western Digital CorporationWDC 59.9/100Thin evidence · provisional56% evidence LEADER 21.0/35 Revenue — · PAT — · OPM change 9.6 pp 39% evidence 15.9/25 ROCE 11% · OPM 35.7% 76% evidence 9.8/20 P/E 17.7× · PEG — 15% evidence 13.2/20 RS sector 48% · RS bench 70.9% · 1Y 631.7%12 of 12 weeks ahead 100% evidence
Exact sum: 21 + 15.9 + 9.8 + 13.2 = 59.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Arista Networks, Inc.ANET 54.0/100Mixed-positive evidence66% evidence TURNING 19.2/35 Revenue 30.6% · PAT 22.9% · OPM change -0.1 pp 53% evidence 15.3/25 ROCE 8.7% · OPM 42.7% 57% evidence 6.9/20 P/E 42× · PEG 1.77 65% evidence 12.6/20 RS sector -5.5% · RS bench 17.6% · 1Y 36.9%9 of 12 weeks ahead 100% evidence
Exact sum: 19.2 + 15.3 + 6.9 + 12.6 = 54 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6Logitech International S.A.LOGI 53.1/100Thin evidence · provisional56% evidence ASLEEP 19.6/35 Revenue — · PAT — · OPM change 2 pp 39% evidence 16.0/25 ROCE 9.9% · OPM 12.5% 76% evidence 10.0/20 P/E 17.3× · PEG — 15% evidence 7.5/20 RS sector -24.8% · RS bench -5.2% · 1Y 10.9%6 of 12 weeks ahead 100% evidence
Exact sum: 19.6 + 16 + 10 + 7.5 = 53.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7Super Micro Computer, Inc.SMCI 51.8/100Mixed-positive evidence66% evidence ASLEEP 20.4/35 Revenue 56.2% · PAT 9.3% · OPM change 2.9 pp 53% evidence 13.1/25 ROCE 5.1% · OPM 6.1% 57% evidence 11.6/20 P/E 12× · PEG 1.02 65% evidence 6.7/20 RS sector -36.1% · RS bench -18.6% · 1Y -28.9%4 of 12 weeks ahead 100% evidence
Exact sum: 20.4 + 13.1 + 11.6 + 6.7 = 51.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8AstroNova, Inc.ALOT 50.6/100Thin evidence · provisional58% evidence LEADER 14.7/35 Revenue -2.6% · PAT — · OPM change 2.5 pp 62% evidence 9.7/25 ROCE 1.6% · OPM 4% 76% evidence 9.6/20 P/E 24.3× · PEG — 15% evidence 16.6/20 RS sector 66.9% · RS bench 99.5% · 1Y 151.2%12 of 12 weeks ahead 70% evidence
Exact sum: 14.7 + 9.7 + 9.6 + 16.6 = 50.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9HP Inc.HPQ 50.5/100Mixed-positive evidence81% evidence BREAKING OUT 10.7/35 Revenue 5.7% · PAT 1.4% · OPM change -0.7 pp 83% evidence 12.4/25 ROCE 4.9% · OPM 4.2% 76% evidence 14.9/20 P/E 7.7× · PEG 0.5 65% evidence 12.5/20 RS sector -13.5% · RS bench 9.6% · 1Y 10.4%10 of 12 weeks ahead 100% evidence
Exact sum: 10.7 + 12.4 + 14.9 + 12.5 = 50.5 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
10Everpure, Inc.P 48.5/100Mixed-negative evidence64% evidence FADING 20.2/35 Revenue 21% · PAT 76.6% · OPM change 5.9 pp 62% evidence 9.9/25 ROCE 0.8% · OPM 1.9% 76% evidence 8.5/20 P/E 105.1× · PEG — 15% evidence 9.9/20 RS sector -19.9% · RS bench 0.7% · 1Y 43.3%5 of 12 weeks ahead 100% evidence
Exact sum: 20.2 + 9.9 + 8.5 + 9.9 = 48.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
11Cricut, Inc.CRCT 47.7/100Thin evidence · provisional60% evidence TURNING 13.5/35 Revenue -0.4% · PAT 9% · OPM change -3.6 pp 53% evidence 14.1/25 ROCE 5.2% · OPM 14.4% 57% evidence 13.5/20 P/E 10.7× · PEG 0.83 65% evidence 6.6/20 RS sector -30% · RS bench -10.6% · 1Y -15.7%3 of 12 weeks ahead 70% evidence
Exact sum: 13.5 + 14.1 + 13.5 + 6.6 = 47.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12Unusual Machines, Inc.UMAC 55.7/100Thin evidence · provisional42% evidence LEADER 22.4/35 Revenue 100% · PAT — · OPM change 70.3 pp 40% evidence 8.1/25 ROCE -4.1% · OPM -89.7% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 15.2/20 RS sector 33% · RS bench 60.1% · 1Y 164.3%12 of 12 weeks ahead 70% evidence
Exact sum: 22.4 + 8.1 + 10 + 15.2 = 55.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
13One Stop Systems, Inc.OSS 52.9/100Thin evidence · provisional45% evidence FADING 19.9/35 Revenue 12.8% · PAT — · OPM change 36.9 pp 40% evidence 9.0/25 ROCE -1.8% · OPM -8.3% 57% evidence 9.3/20 P/E 30.3× · PEG — 15% evidence 14.7/20 RS sector 15.2% · RS bench 36.6% · 1Y 160.9%11 of 12 weeks ahead 70% evidence
Exact sum: 19.9 + 9 + 9.3 + 14.7 = 52.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
143D Systems CorporationDDD 51.7/100Thin evidence · provisional45% evidence LEADER 17.5/35 Revenue -10.2% · PAT — · OPM change 31.9 pp 40% evidence 9.0/25 ROCE -1.6% · OPM -7% 57% evidence 11.1/20 P/E 7.5× · PEG — 15% evidence 14.1/20 RS sector 5.2% · RS bench 29.8% · 1Y 100%12 of 12 weeks ahead 70% evidence
Exact sum: 17.5 + 9 + 11.1 + 14.1 = 51.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
15Corsair Gaming, Inc.CRSR 51.3/100Thin evidence · provisional45% evidence BREAKING OUT 17.6/35 Revenue 8.1% · PAT — · OPM change 4.5 pp 40% evidence 10.4/25 ROCE 1.7% · OPM 3.9% 57% evidence 8.7/20 P/E 69.4× · PEG — 15% evidence 14.6/20 RS sector 11% · RS bench 38.5% · 1Y 25.9%12 of 12 weeks ahead 70% evidence
Exact sum: 17.6 + 10.4 + 8.7 + 14.6 = 51.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
16Virtuix Holdings Inc.VTIX 50.0/100Thin evidence · provisional0% evidence 17.5/35 Revenue — · PAT — · OPM change — 0% evidence 12.5/25 ROCE — · OPM — 0% evidence 10.0/20 P/E — · PEG — 0% evidence 10.0/20 RS sector — · RS bench — · 1Y —0 of 8 weeks ahead to 2026-07-10 0% evidence
Exact sum: 17.5 + 12.5 + 10 + 10 = 50 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
17Braiin LimitedBRAI 46.1/100Thin evidence · provisional20% evidence ASLEEP 13.4/35 Revenue — · PAT — · OPM change — 24% evidence 12.7/25 ROCE 11.1% · OPM — 46% evidence 10.0/20 P/E — · PEG — 0% evidence 10.0/20 RS sector — · RS bench — · 1Y —1 of 12 weeks ahead 0% evidence
Exact sum: 13.4 + 12.7 + 10 + 10 = 46.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
18Quantum CorporationQMCO 46.0/100Thin evidence · provisional42% evidence LEADER 14.6/35 Revenue 2.2% · PAT — · OPM change 15.6 pp 40% evidence 9.6/25 ROCE 3.4% · OPM -3.3% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 11.8/20 RS sector -1% · RS bench 22% · 1Y 46.8%12 of 12 weeks ahead 70% evidence
Exact sum: 14.6 + 9.6 + 10 + 11.8 = 46 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
19Velo3D, Inc.VELO 45.9/100Thin evidence · provisional45% evidence FADING 21.4/35 Revenue 27.5% · PAT — · OPM change 73.3 pp 40% evidence 6.9/25 ROCE -9.9% · OPM -50.3% 57% evidence 10.4/20 P/E 16.2× · PEG — 15% evidence 7.2/20 RS sector -22.3% · RS bench -8.7% · 1Y 85%8 of 12 weeks ahead 70% evidence
Exact sum: 21.4 + 6.9 + 10.4 + 7.2 = 45.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
20Bgin Blockchain LimitedBGIN 44.9/100Thin evidence · provisional15% evidence ASLEEP 16.4/35 Revenue — · PAT — · OPM change — 9% evidence 8.5/25 ROCE -43.3% · OPM — 46% evidence 10.0/20 P/E — · PEG — 0% evidence 10.0/20 RS sector — · RS bench — · 1Y —1 of 12 weeks ahead 0% evidence
Exact sum: 16.4 + 8.5 + 10 + 10 = 44.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
21AMC Robotics CorporationAMCI 44.5/100Thin evidence · provisional33% evidence 18.0/35 Revenue — · PAT — · OPM change 0.9 pp 15% evidence 13.1/25 ROCE 7.2% · OPM 22.8% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 3.4/20 RS sector -54.5% · RS bench -43.5% · 1Y -59.9%0 of 11 weeks ahead 70% evidence
Exact sum: 18 + 13.1 + 10 + 3.4 = 44.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
22Quantum Computing Inc.QUBT 43.7/100Thin evidence · provisional44% evidence ASLEEP 19.5/35 Revenue — · PAT — · OPM change 20689.4 pp 29% evidence 8.2/25 ROCE -2.2% · OPM -556.8% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 6.0/20 RS sector -45% · RS bench -29.2% · 1Y -42.8%8 of 12 weeks ahead 100% evidence
Exact sum: 19.5 + 8.2 + 10 + 6 = 43.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
23IonQ, Inc.IONQ 41.6/100Thin evidence · provisional48% evidence ASLEEP 21.6/35 Revenue 100% · PAT — · OPM change 580.5 pp 40% evidence 7.3/25 ROCE -7.4% · OPM -419.8% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 2.7/20 RS sector -37% · RS bench -21.2% · 1Y -0.3%8 of 12 weeks ahead 100% evidence
Exact sum: 21.6 + 7.3 + 10 + 2.7 = 41.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
24Rigetti Computing, Inc.RGTI 41.1/100Thin evidence · provisional48% evidence ASLEEP 21.1/35 Revenue 25% · PAT — · OPM change 879.8 pp 40% evidence 7.5/25 ROCE -6.1% · OPM -589.8% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 2.5/20 RS sector -44.4% · RS bench -29.8% · 1Y 13%7 of 12 weeks ahead 100% evidence
Exact sum: 21.1 + 7.5 + 10 + 2.5 = 41.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
25Nano Dimension Ltd.NNDM 41.0/100Thin evidence · provisional42% evidence ASLEEP 18.2/35 Revenue 100% · PAT — · OPM change 73.9 pp 40% evidence 6.8/25 ROCE -9.5% · OPM -217% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 6.0/20 RS sector -31.3% · RS bench -13.6% · 1Y 18.8%0 of 12 weeks ahead 70% evidence
Exact sum: 18.2 + 6.8 + 10 + 6 = 41 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
26Stratasys Ltd.SSYS 38.0/100Thin evidence · provisional48% evidence BASING 12.2/35 Revenue -2.8% · PAT — · OPM change -10.9 pp 40% evidence 8.2/25 ROCE -3% · OPM -20% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 7.6/20 RS sector -34.2% · RS bench -16.6% · 1Y -20.4%0 of 12 weeks ahead 100% evidence
Exact sum: 12.2 + 8.2 + 10 + 7.6 = 38 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
27Draganfly Inc.DPRO 37.7/100Thin evidence · provisional45% evidence ASLEEP 16.3/35 Revenue 0% · PAT — · OPM change -96.6 pp 40% evidence 6.2/25 ROCE -16% · OPM -329.3% 57% evidence 11.5/20 P/E 1.3× · PEG — 15% evidence 3.7/20 RS sector -52.9% · RS bench -40.7% · 1Y -11.6%0 of 12 weeks ahead 70% evidence
Exact sum: 16.3 + 6.2 + 11.5 + 3.7 = 37.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
28Canaan Inc.CAN 36.6/100Thin evidence · provisional45% evidence ASLEEP 15.1/35 Revenue 60.1% · PAT — · OPM change -41.1 pp 40% evidence 7.2/25 ROCE -15.5% · OPM -86.6% 57% evidence 11.3/20 P/E 5.1× · PEG — 15% evidence 3.0/20 RS sector -79.8% · RS bench -73.6% · 1Y -72.6%0 of 12 weeks ahead 70% evidence
Exact sum: 15.1 + 7.2 + 11.3 + 3 = 36.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
29D-Wave Quantum Inc.QBTS 35.0/100Thin evidence · provisional45% evidence FADING 11.8/35 Revenue -38.1% · PAT — · OPM change -1839.6 pp 40% evidence 8.0/25 ROCE -7.4% · OPM — 46% evidence 10.0/20 P/E — · PEG — 0% evidence 5.2/20 RS sector -31.2% · RS bench -14.1% · 1Y 29.2%8 of 12 weeks ahead 100% evidence
Exact sum: 11.8 + 8 + 10 + 5.2 = 35 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 29 companies
04 · what price has already done

Market action

Sandisk Corporation has the strongest one-year price move in Computer Hardware at +3119.7%. Dell Technologies Inc. leads on Mansfield relative strength against the S&P 500 at +106.8%. 13 of 26 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

Dell Technologies Inc. has the highest Revenue among the 29 Computer Hardware companies compared here, at $134,002 million. HP Inc. is next at $57,417 million. IonQ, Inc. has the highest Revenue growth at the 100% top of the scoring scale, so level and change sit with different companies. Its Revenue series carries 19 reported observations across the 20-quarter window.

What the numbers say: Dell Technologies Inc. is the scale leader at $134,002 million, 133.4% ahead of HP Inc.. IonQ, Inc.'s growth is stored at the ≥100% scoring cap; the uncapped TTM change is 337.2% from a $188 million base, with 18 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderDell Technologies Inc. · $134,002 million
Gap133.4% versus #2 · HP Inc.
Persistence8/8 recent comparable periods
Coverage21/29 companies · 450 observations

Investor read: Dell Technologies Inc. is the scale benchmark; IonQ, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Dell Technologies Inc.'s growth falls below IonQ, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Dell Technologies Inc. DELL$134.0B
2HP Inc. HPQ$57.4B
3Super Micro Computer, Inc. SMCI · older report$33.7B
4Arista Networks, Inc. ANET · older report$9.7B
5Everpure, Inc. P$3.9B
Revenue growthfastest growers
1IonQ, Inc. IONQ · older report100%
2Nano Dimension Ltd. NNDM · older report100%
3Unusual Machines, Inc. UMAC · older report100%
4Canaan Inc. CAN · older report60%
5Super Micro Computer, Inc. SMCI · older report56%
Revenue · company comparison
21/29 level · 20/29 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Dell Technologies Inc. DELL$43.8B88%Jun 2026
HP Inc. HPQ$14.4B9.0%Jun 2026
Super Micro Computer, Inc. SMCI$10.2B123%Mar 2026
Sandisk Corporation SNDK$6.0B213%Jun 2026
Western Digital Corporation WDC$3.3B28%Jun 2026
Seagate Technology Holdings plc STX$3.1B27%Sep 2026
Arista Networks, Inc. ANET$2.7B35%Mar 2026
Logitech International S.A. LOGI$1.1B7.5%Jun 2026
Everpure, Inc. P$1.1B35%Jun 2026
Corsair Gaming, Inc. CRSR$355M-4.1%Mar 2026
Cricut, Inc. CRCT$159M-2.5%Mar 2026
Stratasys Ltd. SSYS$133M-2.2%Mar 2026
3D Systems Corporation DDD$96M1.1%Mar 2026
Quantum Corporation QMCO$78M28%Mar 2026
IonQ, Inc. IONQ$65M713%Mar 2026
Canaan Inc. CAN$63M-24%Mar 2026
AstroNova, Inc. ALOT$39M2.6%Jun 2026
Nano Dimension Ltd. NNDM$30M114%Mar 2026
Bgin Blockchain Limited BGIN$20M-87%Dec 2025
Velo3D, Inc. VELO$14M56%Mar 2026
Unusual Machines, Inc. UMAC$8M300%Mar 2026
One Stop Systems, Inc. OSS$8M60%Mar 2026
Rigetti Computing, Inc. RGTI$4M300%Mar 2026
Quantum Computing Inc. QUBT$4M—Mar 2026
D-Wave Quantum Inc. QBTS$3M-80%Mar 2026
Draganfly Inc. DPRO$2M0.0%Mar 2026
AMC Robotics Corporation AMCI$1M-50%Dec 2025
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Arista Networks, Inc. · ANET

$824M
$877M
$1.1B
$1.2B
$1.3B
$1.4B
$1.5B
$1.5B
$1.5B
$1.6B
$1.7B
$1.8B
$1.9B
$2.0B
$2.2B
$2.3B
$2.5B
$2.7B
—
—

D-Wave Quantum Inc. · QBTS

$2M
$2M
$1M
$2M
$2M
$2M
$2M
$3M
$3M
$2M
$2M
$2M
$2M
$15M
$3M
$4M
$3M
$3M
—
—

Dell Technologies Inc. · DELL

$26.4B
$28.0B
$26.1B
$26.4B
$24.7B
$25.0B
$20.9B
$22.9B
$22.3B
$22.3B
$22.2B
$25.0B
$24.4B
$23.9B
$23.4B
$29.8B
$27.0B
$33.4B
$43.8B
—

Everpure, Inc. · P

$563M
$709M
$620M
$647M
$676M
$810M
$589M
$689M
$763M
$790M
$693M
$764M
$831M
$880M
$778M
$861M
$964M
$1.1B
$1.1B
—

HP Inc. · HPQ

$16.6B
$17.0B
$16.5B
$14.6B
$14.8B
$13.8B
$12.9B
$13.2B
$13.8B
$13.2B
$12.8B
$13.5B
$14.1B
$13.5B
$13.2B
$13.9B
$14.6B
$14.4B
$14.4B
—

IonQ, Inc. · IONQ

$2M
$2M
$3M
$3M
$4M
$4M
$6M
$6M
$6M
$8M
$11M
$12M
$12M
$8M
$21M
$40M
$62M
$65M
—
—

Logitech International S.A. · LOGI

$1.6B
$1.2B
$1.2B
$1.1B
$1.3B
$960M
$974M
$1.1B
$1.3B
$1.0B
$1.1B
$1.1B
$1.3B
$1.0B
$1.1B
$1.2B
$1.4B
$1.1B
—
—

Rigetti Computing, Inc. · RGTI

$2M
$2M
$2M
$3M
$6M
$2M
$3M
$3M
$3M
$3M
$3M
$2M
$2M
$1M
$2M
$2M
$2M
$4M
—
—

Sandisk Corporation · SNDK

—
—
—
—
—
$1.3B
$1.4B
$1.5B
$1.7B
$1.7B
$1.8B
$1.9B
$1.9B
$1.7B
$1.9B
—
$2.3B
$3.0B
$6.0B
—

Seagate Technology Holdings plc · STX

$3.1B
—
$2.8B
$2.6B
$1.9B
$1.9B
$1.6B
$1.5B
$1.6B
$1.7B
$1.9B
$2.2B
$2.3B
$2.2B
$2.4B
—
$2.6B
$2.8B
$3.1B
—

Super Micro Computer, Inc. · SMCI

$1.2B
$1.4B
$1.6B
$1.9B
$1.8B
$1.3B
$2.2B
$2.1B
$3.7B
$3.9B
$5.4B
$5.9B
$5.7B
$4.6B
$5.8B
$5.0B
$12.7B
$10.2B
—
—

Western Digital Corporation · WDC

$5.1B
—
$4.4B
$4.5B
$3.1B
$2.8B
$2.7B
$2.8B
$3.0B
$1.8B
$2.0B
$2.2B
$2.4B
$2.3B
$2.6B
—
$2.8B
$3.0B
$3.3B
—

Revenue growth · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Arista Networks, Inc. · ANET

—
—
49%
57%
55%
54%
39%
28%
21%
16%
16%
20%
25%
28%
30%
27%
29%
35%
—
—

D-Wave Quantum Inc. · QBTS

—
—
—
100%
0.0%
0.0%
100%
50%
50%
0.0%
0.0%
-33%
-33%
650%
50%
100%
50%
-80%
—
—

Dell Technologies Inc. · DELL

—
—
—
9.2%
-6.4%
-11%
-20%
-13%
-10.0%
-11%
6.3%
9.1%
9.5%
7.2%
5.1%
19%
11%
39%
88%
—

Everpure, Inc. · P

—
—
—
30%
20%
14%
-5.0%
6.5%
13%
-2.5%
18%
11%
8.9%
11%
12%
13%
16%
20%
35%
—

HP Inc. · HPQ

—
—
—
-4.2%
-11%
-19%
-22%
-9.9%
-6.5%
-4.4%
-0.8%
2.5%
1.7%
2.4%
3.3%
3.1%
4.2%
6.9%
9.0%
—

IonQ, Inc. · IONQ

—
—
—
—
100%
100%
100%
100%
50%
100%
83%
100%
100%
0.0%
91%
233%
417%
713%
—
—

Logitech International S.A. · LOGI

—
—
-12%
-12%
-22%
-22%
-16%
-8.0%
-1.2%
5.3%
12%
5.6%
6.8%
-0.1%
5.5%
6.3%
6.0%
7.5%
—
—

Rigetti Computing, Inc. · RGTI

—
—
0.0%
0.0%
200%
0.0%
50%
0.0%
-50%
50%
0.0%
-33%
-33%
-67%
-33%
0.0%
0.0%
300%
—
—

Sandisk Corporation · SNDK

—
—
—
—
—
—
—
—
—
30%
26%
23%
13%
-0.6%
8.0%
—
23%
78%
213%
—

Seagate Technology Holdings plc · STX

—
—
—
-13%
-39%
—
-43%
-45%
-18%
-11%
18%
49%
50%
31%
30%
—
13%
31%
27%
—

Super Micro Computer, Inc. · SMCI

—
—
53%
79%
54%
-5.3%
34%
14%
103%
200%
145%
180%
55%
19%
7.5%
-15%
123%
123%
—
—

Western Digital Corporation · WDC

—
—
—
-8.0%
-38%
—
-39%
-39%
-2.4%
-38%
-25%
-20%
-21%
31%
30%
—
17%
32%
28%
—
06 · compare level, then change

Operating Economics & Margin Trend

Sandisk Corporation has the highest OPM among the 29 Computer Hardware companies compared here, at 69.1%. Arista Networks, Inc. is next at 42.7%. Quantum Computing Inc. has the highest Margin change at +20689.4 percentage points, so level and change sit with different companies. 25 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Sandisk Corporation leads opm at 69.1%; Quantum Computing Inc. leads margin change at +20689.4 percentage points.

LeaderSandisk Corporation · 69.1%
Gap61.8% versus #2 · Arista Networks, Inc.
Persistence5/8 recent comparable periods
Coverage25/29 companies · 409 observations

Investor read: Sandisk Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Sandisk Corporation SNDK69%
2Arista Networks, Inc. ANET · older report43%
3Western Digital Corporation WDC36%
4Seagate Technology Holdings plc STX32%
5AMC Robotics Corporation AMCI · older report23%
Margin changefastest expanders
1Quantum Computing Inc. QUBT · older report+20,689.4 pp
2Rigetti Computing, Inc. RGTI · older report+879.8 pp
3IonQ, Inc. IONQ · older report+580.5 pp
4Nano Dimension Ltd. NNDM · older report+73.9 pp
5Velo3D, Inc. VELO · older report+73.3 pp
Operating margin · company comparison
25/29 level · 26/29 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Sandisk Corporation SNDK69%+68.2 ppJun 2026
Arista Networks, Inc. ANET43%−0.1 ppMar 2026
Western Digital Corporation WDC36%+9.6 ppJun 2026
Seagate Technology Holdings plc STX32%+8.9 ppSep 2026
AMC Robotics Corporation AMCI23%+0.9 ppDec 2025
Cricut, Inc. CRCT14%−3.6 ppMar 2026
Logitech International S.A. LOGI13%+2.0 ppJun 2026
Dell Technologies Inc. DELL8.3%+3.3 ppJun 2026
Super Micro Computer, Inc. SMCI6.1%+2.9 ppMar 2026
HP Inc. HPQ4.2%−0.7 ppJun 2026
AstroNova, Inc. ALOT4.0%+2.5 ppJun 2026
Corsair Gaming, Inc. CRSR3.9%+4.5 ppMar 2026
Everpure, Inc. P1.9%+5.9 ppJun 2026
Quantum Corporation QMCO-3.3%+15.6 ppMar 2026
3D Systems Corporation DDD-7.0%+31.9 ppMar 2026
One Stop Systems, Inc. OSS-8.3%+36.9 ppMar 2026
Stratasys Ltd. SSYS-20%−10.9 ppMar 2026
Velo3D, Inc. VELO-50%+73.3 ppMar 2026
Canaan Inc. CAN-87%−41.1 ppMar 2026
Unusual Machines, Inc. UMAC-90%+70.3 ppMar 2026
Nano Dimension Ltd. NNDM-217%+73.9 ppMar 2026
Draganfly Inc. DPRO-329%−96.6 ppMar 2026
IonQ, Inc. IONQ-420%+580.5 ppMar 2026
Quantum Computing Inc. QUBT-557%+20,689.4 ppMar 2026
Rigetti Computing, Inc. RGTI-590%+879.8 ppMar 2026
D-Wave Quantum Inc. QBTS-742%−1,839.6 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Arista Networks, Inc. · ANET

32%
32%
35%
36%
37%
36%
36%
40%
42%
42%
41%
43%
41%
43%
45%
42%
42%
43%
—
—

D-Wave Quantum Inc. · QBTS

-447%
-639%
-905%
-895%
-878%
—
—
-719%
-569%
-711%
-863%
—
-876%
-75%
-856%
-742%
—
—
—
—

Dell Technologies Inc. · DELL

4.0%
5.7%
5.9%
4.8%
7.1%
4.7%
5.1%
5.1%
6.7%
6.7%
4.3%
5.6%
7.1%
9.0%
5.0%
6.0%
7.8%
9.3%
8.3%
—

Everpure, Inc. · P

-3.2%
4.2%
-0.7%
2.2%
1.4%
8.0%
-12%
-0.9%
9.7%
7.3%
-6.0%
3.3%
7.2%
4.8%
-4.0%
0.6%
5.6%
8.2%
1.9%
—

HP Inc. · HPQ

7.8%
8.0%
7.8%
8.6%
5.0%
5.4%
5.8%
7.2%
7.3%
7.1%
7.4%
7.0%
7.1%
6.3%
4.9%
5.1%
6.6%
5.3%
4.2%
—

IonQ, Inc. · IONQ

-658%
-936%
-726%
-902%
-621%
-654%
-600%
-688%
-892%
-697%
-430%
-429%
-662%
—
-776%
-424%
-369%
-420%
—
—

Logitech International S.A. · LOGI

16%
11%
10%
11%
14%
4.0%
8.0%
15%
18%
13%
14%
14%
18%
11%
14%
16%
20%
13%
—
—

Rigetti Computing, Inc. · RGTI

-609%
—
—
—
-441%
—
-488%
-542%
-510%
-543%
-521%
-729%
-813%
—
—
—
—
-590%
—
—

Sandisk Corporation · SNDK

—
—
—
—
—
-38%
-42%
-32%
-15%
3.8%
11%
16%
10%
-111%
0.9%
—
7.6%
35%
69%
—

Seagate Technology Holdings plc · STX

19%
—
15%
14%
-8.5%
-17%
1.6%
-8.9%
8.0%
8.6%
17%
19%
21%
20%
23%
—
26%
30%
32%
—

Super Micro Computer, Inc. · SMCI

4.4%
6.6%
10%
12%
12%
7.7%
10%
8.1%
10%
9.8%
5.4%
8.6%
6.5%
3.2%
4.0%
3.6%
3.7%
6.1%
—
—

Western Digital Corporation · WDC

15%
—
7.4%
12%
-10%
-17%
-24%
-22%
-6.9%
5.4%
-4.5%
15%
23%
33%
26%
—
28%
30%
36%
—

Margin change · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Arista Networks, Inc. · ANET

—
—
+3.5 pp
+4.3 pp
+4.6 pp
+4.2 pp
+1.8 pp
+4.4 pp
+4.7 pp
+6.1 pp
+5.1 pp
+3.5 pp
−0.1 pp
+0.8 pp
+3.3 pp
−1.0 pp
+0.1 pp
−0.1 pp
—
—

D-Wave Quantum Inc. · QBTS

—
—
—
−145.3 pp
−430.7 pp
−920.4 pp
−320.1 pp
+176.1 pp
+308.9 pp
+849.1 pp
+361.8 pp
−385.0 pp
−307.0 pp
+635.3 pp
+6.7 pp
+361.7 pp
−389.8 pp
−1,839.6 pp
—
—

Dell Technologies Inc. · DELL

—
—
—
+0.6 pp
+3.1 pp
−1.0 pp
−0.8 pp
+0.3 pp
−0.4 pp
+2.0 pp
−0.8 pp
+0.5 pp
+0.4 pp
+2.3 pp
+0.7 pp
+0.4 pp
+0.7 pp
+0.3 pp
+3.3 pp
—

Everpure, Inc. · P

—
—
—
+9.0 pp
+4.6 pp
+3.8 pp
−11.5 pp
−3.1 pp
+8.3 pp
−0.7 pp
+6.2 pp
+4.2 pp
−2.5 pp
−2.5 pp
+2.0 pp
−2.7 pp
−1.6 pp
+3.4 pp
+5.9 pp
—

HP Inc. · HPQ

—
—
—
−0.4 pp
−2.8 pp
−2.6 pp
−2.0 pp
−1.4 pp
+2.3 pp
+1.7 pp
+1.6 pp
−0.2 pp
−0.2 pp
−0.8 pp
−2.5 pp
−1.9 pp
−0.5 pp
−1.0 pp
−0.7 pp
—

IonQ, Inc. · IONQ

—
—
+10,014.0 pp
+3,615.1 pp
+37.0 pp
+282.2 pp
+125.8 pp
+214.0 pp
−271.1 pp
−43.4 pp
+170.0 pp
+259.1 pp
+229.8 pp
−302.9 pp
−346.0 pp
+5.0 pp
+292.5 pp
+580.5 pp
—
—

Logitech International S.A. · LOGI

—
—
−5.5 pp
−2.6 pp
−2.2 pp
−6.5 pp
−2.0 pp
+3.7 pp
+3.8 pp
+8.9 pp
+6.1 pp
−0.4 pp
−0.2 pp
−2.4 pp
0.0 pp
+1.7 pp
+2.6 pp
+2.0 pp
—
—

Rigetti Computing, Inc. · RGTI

—
—
−578.7 pp
−803.0 pp
+168.4 pp
+200.6 pp
+719.0 pp
+575.0 pp
−68.7 pp
+457.1 pp
−33.2 pp
−187.3 pp
−303.6 pp
−926.2 pp
−582.7 pp
−326.0 pp
−396.4 pp
+879.8 pp
—
—

Sandisk Corporation · SNDK

—
—
—
—
—
—
—
—
—
+41.9 pp
+52.9 pp
+47.3 pp
+25.1 pp
−114.8 pp
−10.4 pp
—
−2.8 pp
+146.2 pp
+68.2 pp
—

Seagate Technology Holdings plc · STX

—
—
—
−3.1 pp
−27.3 pp
—
−13.7 pp
−22.6 pp
+16.5 pp
+25.5 pp
+15.0 pp
+27.5 pp
+13.0 pp
+11.4 pp
+6.6 pp
—
+5.4 pp
+9.8 pp
+8.9 pp
—

Super Micro Computer, Inc. · SMCI

—
—
+6.4 pp
+9.1 pp
+7.5 pp
+1.1 pp
+0.3 pp
−3.8 pp
−1.8 pp
+2.1 pp
−5.0 pp
+0.5 pp
−3.6 pp
−6.6 pp
−1.4 pp
−5.0 pp
−2.8 pp
+2.9 pp
—
—

Western Digital Corporation · WDC

—
—
—
−1.3 pp
−25.7 pp
—
−31.7 pp
−34.1 pp
+3.4 pp
+22.2 pp
+19.8 pp
+36.8 pp
+30.1 pp
+27.7 pp
+30.6 pp
—
+4.9 pp
−3.0 pp
+9.6 pp
—
07 · compare level, then change

Profit Scale & Acceleration

Dell Technologies Inc. has the highest Net profit among the 29 Computer Hardware companies compared here, at $8,409 million. Arista Networks, Inc. is next at $3,721 million. The same company also holds the highest Profit growth, at 84.8%. 22 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Dell Technologies Inc. leads with $8,409 million of TTM profit, 126% above Arista Networks, Inc.. Dell Technologies Inc. shows 84.8% growth from a $8,409 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderDell Technologies Inc. · $8,409 million
Gap126% versus #2 · Arista Networks, Inc.
Persistence7/8 recent comparable periods
Coverage22/29 companies · 471 observations

Investor read: Dell Technologies Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Dell Technologies Inc. DELL$8.4B
2Arista Networks, Inc. ANET · older report$3.7B
3HP Inc. HPQ$2.6B
4Super Micro Computer, Inc. SMCI · older report$1.3B
5IonQ, Inc. IONQ · older report$324M
Profit growthfastest growers
1Dell Technologies Inc. DELL85%
2Arista Networks, Inc. ANET · older report23%
3Super Micro Computer, Inc. SMCI · older report9.3%
4Cricut, Inc. CRCT · older report9.0%
5HP Inc. HPQ1.4%
Net profit · company comparison
22/29 level · 5/29 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Sandisk Corporation SNDK$3.6B7.7%Jun 2026
Dell Technologies Inc. DELL$3.4B256%Jun 2026
Western Digital Corporation WDC$3.2B1,172%Jun 2026
Arista Networks, Inc. ANET$1.0B26%Mar 2026
IonQ, Inc. IONQ$805M—Mar 2026
Seagate Technology Holdings plc STX$748M53%Sep 2026
Super Micro Computer, Inc. SMCI$484M344%Mar 2026
HP Inc. HPQ$450M11%Jun 2026
Logitech International S.A. LOGI$143M-0.7%Jun 2026
Rigetti Computing, Inc. RGTI$33M-23%Mar 2026
Everpure, Inc. P$24M138%Jun 2026
Cricut, Inc. CRCT$20M-17%Mar 2026
Corsair Gaming, Inc. CRSR$13M767%Mar 2026
Unusual Machines, Inc. UMAC$10M—Mar 2026
AstroNova, Inc. ALOT$1M-100%Jun 2026
One Stop Systems, Inc. OSS$0M-100%Mar 2026
Braiin Limited BRAI$-1M—Jun 2025
Quantum Computing Inc. QUBT$-4M-124%Mar 2026
3D Systems Corporation DDD$-5M-113%Mar 2026
Draganfly Inc. DPRO$-6M-231%Mar 2026
Velo3D, Inc. VELO$-7M-118%Mar 2026
Quantum Corporation QMCO$-10M—Mar 2026
D-Wave Quantum Inc. QBTS$-18M—Mar 2026
Stratasys Ltd. SSYS$-24M-347%Mar 2026
AMC Robotics Corporation AMCI$-25M-2,600%Dec 2025
Nano Dimension Ltd. NNDM$-70M-259%Mar 2026
Canaan Inc. CAN$-89M-1,433%Mar 2026
Bgin Blockchain Limited BGIN$-117M-4,000%Dec 2025
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Arista Networks, Inc. · ANET

$239M
$272M
$299M
$354M
$427M
$436M
$492M
$545M
$614M
$638M
$665M
$748M
$801M
$814M
$889M
$853M
$956M
$1.0B
—
—

D-Wave Quantum Inc. · QBTS

$-12M
$-12M
$-12M
$-12M
$-18M
$-24M
$-26M
$-16M
$-17M
$-17M
$-18M
$-23M
$-89M
$-5M
$-167M
$-140M
$-50M
$-18M
—
—

Dell Technologies Inc. · DELL

$3.9B
$1M
$1.1B
$506M
$241M
$606M
$578M
$455M
$1.0B
$1.2B
$992M
$882M
$1.2B
$1.5B
$965M
$1.2B
$1.5B
$2.3B
$3.4B
—

Everpure, Inc. · P

$-29M
$15M
$-12M
$11M
$-1M
$74M
$-67M
$-7M
$70M
$65M
$-35M
$36M
$64M
$42M
$-14M
$47M
$55M
$100M
$24M
—

HP Inc. · HPQ

$3.1B
$1.1B
$1.0B
$1.1B
$-23M
$469M
$1.1B
$766M
$974M
$622M
$607M
$640M
$906M
$565M
$406M
$763M
$795M
$545M
$450M
—

IonQ, Inc. · IONQ

$-74M
$-4M
$-2M
$-24M
$-19M
$-27M
$-44M
$-45M
$-42M
$-40M
$-38M
$-52M
$-202M
$-32M
$-178M
$-1.1B
$753M
$805M
—
—

Logitech International S.A. · LOGI

$210M
$108M
$101M
$82M
$140M
$41M
$63M
$137M
$245M
$168M
$142M
$145M
$200M
$144M
$146M
$171M
$251M
$143M
—
—

Rigetti Computing, Inc. · RGTI

$-14M
$-18M
$-12M
$-19M
$-23M
$-23M
$-17M
$-22M
$-13M
$-21M
$-12M
$-15M
$-153M
$43M
$-40M
$-201M
$-18M
$33M
—
—

Sandisk Corporation · SNDK

—
—
—
—
—
$-498M
$-582M
$-487M
$-301M
$27M
$120M
$211M
$104M
$-1.9B
$-23M
—
$112M
$803M
$3.6B
—

Seagate Technology Holdings plc · STX

$526M
—
$346M
$276M
$-33M
$-433M
$-92M
$-184M
$-19M
$25M
$513M
$305M
$336M
$340M
$488M
—
$549M
$593M
$748M
—

Super Micro Computer, Inc. · SMCI

$42M
$77M
$140M
$185M
$178M
$87M
$194M
$157M
$294M
$402M
$298M
$424M
$318M
$109M
$203M
$168M
$401M
$484M
—
—

Western Digital Corporation · WDC

$610M
—
$25M
$347M
$-451M
$-571M
$-709M
$-685M
$-287M
$-8M
$-246M
$153M
$466M
$772M
$252M
—
$1.2B
$1.8B
$3.2B
—

Profit growth · reported quarter history

Showing the 12 largest of 23 companies with a series here. The remaining 11 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Arista Networks, Inc. · ANET

—
—
52%
58%
79%
60%
65%
54%
44%
46%
35%
37%
30%
28%
34%
14%
19%
26%
—
—

Corsair Gaming, Inc. · CRSR

—
—
-286%
-400%
-72%
—
—
—
14%
—
—
—
-63%
—
—
—
767%
—
—
—

Dell Technologies Inc. · DELL

—
—
—
-43%
-94%
—
-46%
-10%
317%
91%
72%
94%
17%
32%
-2.7%
32%
32%
47%
256%
—

Everpure, Inc. · P

—
—
—
—
—
393%
—
-164%
—
-12%
—
—
-8.6%
-35%
—
31%
-14%
138%
—
—

HP Inc. · HPQ

—
—
—
1.3%
-101%
-57%
5.4%
-32%
—
33%
-42%
-16%
-7.0%
-9.2%
-33%
19%
-12%
-3.5%
11%
—

Logitech International S.A. · LOGI

—
—
-46%
-41%
-33%
-62%
-38%
67%
75%
310%
125%
5.8%
-18%
-14%
2.8%
18%
26%
-0.7%
—
—

Quantum Computing Inc. · QUBT

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
-124%
—
—

Rigetti Computing, Inc. · RGTI

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
-23%
—
—

Sandisk Corporation · SNDK

—
—
—
—
—
—
—
—
—
—
—
—
—
-7,259%
-119%
—
7.7%
—
—
—

Seagate Technology Holdings plc · STX

—
—
—
-43%
-106%
—
-127%
-167%
—
—
—
—
—
1,260%
-4.9%
—
63%
74%
53%
—

Super Micro Computer, Inc. · SMCI

—
—
259%
640%
324%
13%
39%
-15%
65%
362%
54%
170%
8.2%
-73%
-32%
-60%
26%
344%
—
—

Western Digital Corporation · WDC

—
—
—
-44%
-174%
—
-2,936%
-297%
—
—
—
—
—
—
—
—
154%
139%
1,172%
—
08 · compare level, then change

Return On Capital Employed

Sandisk Corporation has the highest ROCE among the 29 Computer Hardware companies compared here, at 30.7%. Seagate Technology Holdings plc is next at 25.5%. Draganfly Inc. has the highest ROCE change at +800.2 percentage points, so level and change sit with different companies. 28 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Sandisk Corporation leads ROCE at 30.7%, 5.2 percentage points above Seagate Technology Holdings plc. Draganfly Inc. has the strongest latest improvement at +800.2 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderSandisk Corporation · 30.7%
Gap20.4% versus #2 · Seagate Technology Holdings plc
Persistence5/8 recent comparable periods
Coverage28/29 companies · 484 observations

Investor read: Sandisk Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Sandisk Corporation SNDK31%
2Seagate Technology Holdings plc STX26%
3Braiin Limited BRAI · older report11%
4Western Digital Corporation WDC11%
5Logitech International S.A. LOGI9.9%
ROCE changefastest improvers
1Draganfly Inc. DPRO · older report+800.2 pp
2Sandisk Corporation SNDK+30.5 pp
3Unusual Machines, Inc. UMAC · older report+12.3 pp
4Velo3D, Inc. VELO · older report+8.9 pp
5Seagate Technology Holdings plc STX+7.2 pp
Return on capital · company comparison
28/29 level · 28/29 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Sandisk Corporation SNDK31%+30.5 ppJun 2026
Seagate Technology Holdings plc STX26%+7.2 ppSep 2026
Braiin Limited BRAI11%−11.5 ppJun 2025
Western Digital Corporation WDC11%+5.9 ppJun 2026
Logitech International S.A. LOGI9.9%+3.5 ppJun 2026
Dell Technologies Inc. DELL9.5%+6.1 ppJun 2026
Arista Networks, Inc. ANET8.7%+0.2 ppMar 2026
AMC Robotics Corporation AMCI7.2%+5.2 ppDec 2025
Cricut, Inc. CRCT5.2%−0.2 ppMar 2026
Super Micro Computer, Inc. SMCI5.1%+3.3 ppMar 2026
HP Inc. HPQ4.9%−0.4 ppJun 2026
Quantum Corporation QMCO3.4%−10.7 ppMar 2026
Corsair Gaming, Inc. CRSR1.7%+2.0 ppMar 2026
AstroNova, Inc. ALOT1.6%+1.0 ppJun 2026
Everpure, Inc. P0.8%+2.1 ppJun 2026
3D Systems Corporation DDD-1.6%+4.8 ppMar 2026
One Stop Systems, Inc. OSS-1.8%+5.2 ppMar 2026
Quantum Computing Inc. QUBT-2.2%+3.1 ppMar 2026
Stratasys Ltd. SSYS-3.0%−1.6 ppMar 2026
Unusual Machines, Inc. UMAC-4.1%+12.3 ppMar 2026
Rigetti Computing, Inc. RGTI-6.1%+4.9 ppMar 2026
IonQ, Inc. IONQ-7.4%+4.1 ppMar 2026
D-Wave Quantum Inc. QBTS-7.4%−0.9 ppMar 2026
Nano Dimension Ltd. NNDM-9.5%−4.8 ppMar 2026
Velo3D, Inc. VELO-9.9%+8.9 ppMar 2026
Canaan Inc. CAN-16%−4.7 ppMar 2026
Draganfly Inc. DPRO-16%+800.2 ppMar 2026
Bgin Blockchain Limited BGIN-43%−44.7 ppDec 2025
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Arista Networks, Inc. · ANET

6.2%
6.3%
8.2%
8.8%
9.3%
9.1%
9.6%
9.9%
9.5%
9.0%
8.7%
8.9%
8.3%
8.5%
9.0%
8.2%
8.1%
8.7%
—
—

D-Wave Quantum Inc. · QBTS

-40%
1,784%
2,020%
-78%
-141%
-576%
439%
-79%
-56%
-75%
-379%
-82%
-19%
-6.5%
-6.3%
-6.3%
-6.5%
-7.4%
—
—

Dell Technologies Inc. · DELL

1.6%
3.0%
3.0%
2.5%
3.6%
3.2%
2.9%
3.4%
4.4%
4.2%
2.8%
4.3%
5.1%
6.4%
3.4%
5.5%
6.1%
8.7%
9.5%
—

Everpure, Inc. · P

-0.9%
1.4%
-0.3%
0.8%
0.5%
3.2%
-4.4%
-0.4%
4.0%
2.8%
-2.0%
1.2%
2.6%
1.8%
-1.3%
0.2%
2.1%
3.4%
0.8%
—

HP Inc. · HPQ

14%
18%
15%
12%
6.8%
7.5%
6.4%
8.0%
8.2%
8.1%
7.6%
8.4%
8.3%
7.2%
5.3%
6.2%
8.1%
6.4%
4.9%
—

IonQ, Inc. · IONQ

-3.1%
-4.0%
-4.2%
-4.1%
-3.9%
-4.7%
-5.7%
-7.5%
-10%
-9.8%
-9.4%
-11%
-16%
-12%
-18%
-7.3%
-6.7%
-7.4%
—
—

Logitech International S.A. · LOGI

11%
5.1%
4.5%
5.2%
6.9%
1.5%
3.1%
6.6%
8.9%
5.2%
6.1%
6.7%
9.6%
4.3%
6.4%
7.9%
11%
5.5%
9.9%
—

Rigetti Computing, Inc. · RGTI

-29%
-8.7%
-9.2%
-12%
-24%
-11%
-9.0%
-9.9%
-11%
-11%
-11%
-13%
-9.2%
-11%
-5.2%
-5.4%
-4.9%
-6.1%
—
—

Sandisk Corporation · SNDK

—
—
0.0%
0.0%
—
-3.9%
-4.7%
-4.3%
-2.2%
0.6%
1.7%
2.5%
1.7%
-17%
0.2%
—
1.5%
9.0%
31%
—

Seagate Technology Holdings plc · STX

9.8%
—
7.2%
6.5%
-2.8%
-5.9%
0.5%
-2.5%
2.5%
3.4%
6.5%
8.5%
10%
9.4%
11%
—
15%
17%
19%
26%

Super Micro Computer, Inc. · SMCI

3.8%
6.4%
11%
14%
12%
5.4%
11%
7.8%
13%
8.2%
5.9%
9.7%
6.3%
1.8%
2.4%
1.8%
4.5%
5.1%
—
—

Western Digital Corporation · WDC

3.6%
—
1.5%
2.7%
-1.5%
-2.3%
-3.2%
-3.1%
-1.0%
0.5%
-0.5%
1.8%
2.8%
4.9%
5.1%
—
5.7%
5.8%
11%
—

ROCE change · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Arista Networks, Inc. · ANET

—
—
—
—
+3.1 pp
+2.8 pp
+1.4 pp
+1.1 pp
+0.2 pp
−0.1 pp
−0.9 pp
−1.0 pp
−1.2 pp
−0.5 pp
+0.3 pp
−0.7 pp
−0.2 pp
+0.2 pp
—
—

D-Wave Quantum Inc. · QBTS

—
—
—
—
−100.7 pp
−2,359.9 pp
−1,581.5 pp
−1.2 pp
+84.4 pp
+501.7 pp
−817.2 pp
−3.1 pp
+37.5 pp
+68.2 pp
+372.4 pp
+75.6 pp
+12.1 pp
−0.9 pp
—
—

Dell Technologies Inc. · DELL

—
—
—
—
+2.0 pp
+0.2 pp
−0.1 pp
+0.9 pp
+0.8 pp
+1.0 pp
−0.1 pp
+0.9 pp
+0.7 pp
+2.2 pp
+0.6 pp
+1.2 pp
+1.0 pp
+2.3 pp
+6.1 pp
—

Everpure, Inc. · P

—
—
—
—
+1.4 pp
+1.8 pp
−4.1 pp
−1.2 pp
+3.5 pp
−0.4 pp
+2.4 pp
+1.6 pp
−1.4 pp
−1.0 pp
+0.7 pp
−1.0 pp
−0.5 pp
+1.6 pp
+2.1 pp
—

HP Inc. · HPQ

—
—
—
—
−7.6 pp
−10.0 pp
−8.2 pp
−4.4 pp
+1.4 pp
+0.6 pp
+1.2 pp
+0.4 pp
+0.1 pp
−0.9 pp
−2.3 pp
−2.2 pp
−0.2 pp
−0.8 pp
−0.4 pp
—

IonQ, Inc. · IONQ

—
—
—
—
−0.8 pp
−0.7 pp
−1.5 pp
−3.4 pp
−6.1 pp
−5.1 pp
−3.7 pp
−3.1 pp
−5.7 pp
−1.7 pp
−8.9 pp
+3.3 pp
+9.0 pp
+4.1 pp
—
—

Logitech International S.A. · LOGI

—
—
—
—
−3.8 pp
−3.6 pp
−1.4 pp
+1.4 pp
+2.0 pp
+3.7 pp
+3.0 pp
+0.1 pp
+0.7 pp
−0.9 pp
+0.3 pp
+1.2 pp
+1.6 pp
+1.2 pp
+3.5 pp
—

Rigetti Computing, Inc. · RGTI

—
—
—
—
+4.3 pp
−2.5 pp
+0.2 pp
+1.7 pp
+13.2 pp
0.0 pp
−2.4 pp
−2.6 pp
+1.8 pp
+0.2 pp
+6.2 pp
+7.1 pp
+4.3 pp
+4.9 pp
—
—

Sandisk Corporation · SNDK

—
—
—
—
—
—
−4.7 pp
−4.3 pp
—
+4.5 pp
+6.4 pp
+6.8 pp
+3.9 pp
−17.1 pp
−1.5 pp
—
−0.2 pp
+25.5 pp
+30.5 pp
—

Seagate Technology Holdings plc · STX

—
—
—
—
−12.6 pp
—
−6.7 pp
−9.0 pp
+5.3 pp
+9.3 pp
+6.0 pp
+11.0 pp
+7.7 pp
+6.0 pp
+4.8 pp
—
+5.0 pp
+7.6 pp
+7.2 pp
—

Super Micro Computer, Inc. · SMCI

—
—
—
—
+8.0 pp
−1.0 pp
+0.2 pp
−5.7 pp
+1.5 pp
+2.8 pp
−5.3 pp
+1.9 pp
−7.0 pp
−6.4 pp
−3.5 pp
−7.9 pp
−1.8 pp
+3.3 pp
—
—

Western Digital Corporation · WDC

—
—
—
—
−5.1 pp
—
−4.7 pp
−5.8 pp
+0.5 pp
+2.8 pp
+2.7 pp
+4.9 pp
+3.8 pp
+4.4 pp
+5.6 pp
—
+2.9 pp
+0.9 pp
+5.9 pp
—
09 · compare level, then change

Valuation Against Growth & Quality

Dell Technologies Inc. has the lowest PEG among the 29 Computer Hardware companies compared here, at 0.36×. HP Inc. is next at 0.5×. Draganfly Inc. has the lowest P/E at 1.25×, so level and change sit with different companies. 5 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Dell Technologies Inc. has the lowest comparable PEG at 0.36×, 28% below HP Inc.. Only 5 of 29 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderDell Technologies Inc. · 0.36×
Gap28% versus #2 · HP Inc.
Persistence0/8 recent comparable periods
Coverage5/29 companies · 37 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
1Dell Technologies Inc. DELL0.4
2HP Inc. HPQ0.5
3Cricut, Inc. CRCT · older report0.8
4Super Micro Computer, Inc. SMCI · older report1.0
5Arista Networks, Inc. ANET · older report1.8
P/Elowest P/E
1Draganfly Inc. DPRO · older report1.3
2Canaan Inc. CAN · older report5.1
33D Systems Corporation DDD · older report7.5
4HP Inc. HPQ7.7
5Cricut, Inc. CRCT · older report10.7
Valuation · company comparison
5/29 level · 17/29 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Arista Networks, Inc. ANET1.842.1Mar 2026
Logitech International S.A. LOGI1.217.3Jun 2026
Super Micro Computer, Inc. SMCI1.012.1Mar 2026
Cricut, Inc. CRCT0.810.7Mar 2026
HP Inc. HPQ0.57.7Jun 2026
Dell Technologies Inc. DELL0.416.7Jun 2026
Sandisk Corporation SNDK—24.4Jun 2026
Seagate Technology Holdings plc STX—59.0Sep 2026
Western Digital Corporation WDC—17.7Jun 2026
Everpure, Inc. P—105.1Jun 2026
Corsair Gaming, Inc. CRSR—69.4Mar 2026
3D Systems Corporation DDD—7.5Mar 2026
Velo3D, Inc. VELO—16.2Mar 2026
One Stop Systems, Inc. OSS—30.3Mar 2026
AstroNova, Inc. ALOT—24.3Jun 2026
Draganfly Inc. DPRO—1.3Mar 2026
Canaan Inc. CAN—5.1Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Arista Networks, Inc. · ANET

—
—
—
—
—
—
—
—
0.7
0.8
1.1
1.2
1.4
1.1
1.3
2.1
2.0
1.8
—
—

Cricut, Inc. · CRCT

—
—
—
—
—
—
—
—
—
0.4
0.5
1.5
0.9
2.4
3.2
0.5
0.6
0.8
—
—

Dell Technologies Inc. · DELL

—
—
—
—
—
—
—
—
0.4
0.5
—
—
—
0.4
0.5
0.8
0.8
0.4
—
—

HP Inc. · HPQ

—
—
—
—
—
—
—
—
0.9
0.2
0.7
0.5
—
—
—
—
—
—
—
—

Logitech International S.A. · LOGI

—
—
—
—
—
—
—
—
1.8
—
—
—
0.5
2.8
—
—
1.7
1.2
—
—

Super Micro Computer, Inc. · SMCI

—
—
—
—
—
—
—
0.8
1.0
—
—
—
—
—
—
—
—
—
—
—

P/E · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

3D Systems Corporation · DDD

8.5
8.3
5.3
—
—
—
—
—
—
—
—
—
—
—
—
—
9.3
7.5
—
—

Arista Networks, Inc. · ANET

54.7
47.6
28.9
30.8
28.4
35.0
30.0
30.7
35.7
40.3
45.4
46.1
49.6
32.8
40.3
55.4
47.7
42.1
—
—

Corsair Gaming, Inc. · CRSR

20.8
42.3
—
—
—
—
591.3
161.4
470.0
—
—
—
—
—
—
—
—
69.4
—
—

Cricut, Inc. · CRCT

34.5
25.7
17.5
33.1
33.1
48.6
55.5
38.7
27.5
16.4
19.3
24.8
19.7
16.6
20.5
16.6
14.1
10.7
—
—

Dell Technologies Inc. · DELL

7.0
9.0
6.9
6.7
16.7
13.0
17.2
20.6
19.2
18.8
24.9
18.2
22.2
16.2
14.8
18.6
21.6
13.2
16.7
—

Everpure, Inc. · P

—
—
—
—
758.5
130.0
754.7
—
184.0
222.4
186.6
135.7
134.1
218.7
129.3
133.0
259.7
122.1
105.1
—

HP Inc. · HPQ

5.7
6.6
6.6
5.8
9.3
11.8
11.5
14.5
8.1
8.4
9.5
12.7
12.6
11.7
9.9
9.1
10.4
7.4
7.7
—

Logitech International S.A. · LOGI

18.5
19.5
15.8
15.4
23.9
26.0
29.6
29.1
31.1
23.1
22.0
20.0
19.3
20.4
21.4
24.9
21.0
19.0
17.3
—

Sandisk Corporation · SNDK

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
24.4
—

Seagate Technology Holdings plc · STX

12.3
—
11.0
9.4
18.7
—
—
—
—
—
65.4
28.4
16.0
12.3
20.9
—
32.5
32.5
40.7
59.0

Super Micro Computer, Inc. · SMCI

18.7
11.1
7.6
6.8
7.8
10.0
21.9
25.4
22.3
56.7
42.7
18.1
13.3
18.9
29.2
38.4
21.8
12.1
—
—

Western Digital Corporation · WDC

9.1
—
6.3
6.7
—
—
—
—
—
—
—
53.5
13.0
8.8
14.2
—
19.3
19.0
17.7
—
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Computer Hardware comparison names 5 specific ways its own evidence can mislead, all listed below. 20 of the 29 companies report on an older date than the sector's freshest reporters, so their ranks are marked stale. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • 20 companies have older fundamental reporting dates than the sector’s freshest reporters; their ranks carry a stale marker.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 29 Computer Hardware companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Sep 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Sep 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Computer Hardware company comparison FAQs

These 22 answers restate the Computer Hardware comparison above in question form. Every one is computed from the same 29 companies and the same reported filings as the rankings and charts, current through Sep 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Computer Hardware sector outperforming S&P 500?

Computer Hardware has outperformed S&P 500 by 68.2% over 52 weeks and 6% over 13 weeks. 13 of 26 covered companies beat the S&P 500 on Mansfield relative strength, while 9 of 26 beat the sector itself.

Which Computer Hardware company is largest by revenue?

Dell Technologies Inc. leads with revenue of $134,002 million, based on 21 of 29 comparable companies through Jun 2026.

Which Computer Hardware company is growing fastest?

IonQ, Inc. has the fastest current revenue growth at 100%, across 20 of 29 comparable companies.

Which Computer Hardware company has the strongest 4-Factor Sector Score?

Dell Technologies Inc. ranks first at 78.2/100 with 81.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Computer Hardware company has the lowest comparable PEG?

Dell Technologies Inc. has the lowest comparable PEG at 0.36, among 5 of 29 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Computer Hardware comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Sep 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Computer Hardware company is the biggest?

Dell Technologies Inc. is the largest, with trailing-twelve-month revenue of $134,002 million, ahead of HP Inc. at $57,417 million. That covers 21 of 29 companies with comparable reporting through Jun 2026.

Which Computer Hardware company has the best profit margins?

Sandisk Corporation has the highest operating margin at 69.1%, from 25 of 29 comparable companies. Quantum Computing Inc. shows the biggest recent improvement, at +20689.4 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Computer Hardware company makes the most profit?

Dell Technologies Inc. earns the most, at $8,409 million of trailing-twelve-month net profit, from 22 of 29 comparable companies. Dell Technologies Inc. has the fastest profit growth at 84.8%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Computer Hardware company earns the highest return on capital?

Sandisk Corporation leads on return on capital employed at 30.7%, across 28 of 29 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Computer Hardware stock is the cheapest?

On PEG — where a LOWER number is cheaper — Dell Technologies Inc. screens cheapest at 0.36×. Only 5 of 29 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Computer Hardware sector beating the market?

Computer Hardware has outperformed S&P 500 by 68.2% over the last 52 weeks and 6% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 13 of 26 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Computer Hardware stock has the strongest price momentum?

Dell Technologies Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Computer Hardware company scores highest for research priority?

Dell Technologies Inc. scores 78.2 out of 100 with 81.1% evidence confidence, from 27.9 points on growth and earnings, 15.1 on capital efficiency, 15.2 on valuation and 20 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Computer Hardware companies does this comparison cover, and over what period?

It compares 29 listed companies over up to 20 reported quarters of fundamentals, ending Sep 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Computer Hardware sector?

The 29 Computer Hardware companies on this page carry $1,264,391 million of combined market value. Dell Technologies Inc. is the largest at $301,923 million, about 24% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

What is the Computer Hardware sector's P/E ratio?

The median price-to-earnings ratio across the 29 Computer Hardware companies on this page is 17.3×, measured on the 17 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

How is the Computer Hardware sector performing?

13 of the 26 covered Computer Hardware companies are beating S&P 500 on Mansfield relative strength. The sector itself is 68.2% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Computer Hardware stocks are listed in the US?

This comparison covers 29 listed Computer Hardware companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Sep 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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