Arista Networks, Inc. · ANET
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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 576% ahead of S&P 500. Earnings across its companies grew 29% on average over the last four reported quarters.
FADING · −1 in 4w✓Price and the fundamentals both up9 of the 26 companies with a long enough price record ahead of S&P 500 by 5% or more over three months1 is 20% or more behind over a year while earnings grew 20% or more
RS — · 15/26 >200d (−1) · 9/26 lead (−1) · EPS 21/26↑
Computer Hardware, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Computer Hardware, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
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 26 of its 29 companies — the 3 with too short a price record are ranked in the scorecard but cannot sit in this line. 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 44.9% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 5.9%. 14 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 +86.9%.
-5.9%Sector vs S&P 500 · 13 weeks
+44.9%Sector vs S&P 500 · 52 weeks
14/26Stocks 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 44.9% over 52 weeks and 5.9% over 13 weeks. 14 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 $151,197 million, based on 24 of 29 comparable companies through Sep 2026.
Companies
29
complete canonical membership
Combined market value
$1.3T
Dell Technologies Inc.
Revenue growing
17/23
positive TTM year-on-year growth
Beating S&P 500
14/26
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 85.3% evidence confidence.
HP Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
HP 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.
| Company | Score | Price stage | Growth & earnings/35 | Capital efficiency/25 | Valuation/20 | Relative strength/20 |
|---|---|---|---|---|---|---|
| 1Dell Technologies Inc.DELL | 82.2/100Sector-leading setup85% evidence | LEADER | 28.9/35 Revenue 49% · PAT 100% · OPM change 4.9 pp 95% evidence | 19.7/25 ROCE 33.7% · OPM 11.5% 76% evidence | 14.6/20 P/E 23× · PEG 0.35 65% evidence | 19.0/20 RS sector 86.9% · RS bench 115.8% · 1Y 326.9%12 of 12 weeks ahead 100% evidence |
| Exact sum: 28.9 + 19.7 + 14.6 + 19 = 82.2 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence. | ||||||
| 2Sandisk CorporationSNDK | 68.2/100Favorable setup64% evidence | FADING | 25.6/35 Revenue 100% · PAT — · OPM change 67.3 pp 62% evidence | 19.9/25 ROCE 73.6% · OPM 78.5% 76% evidence | 9.8/20 P/E 22.6× · PEG — 15% evidence | 12.9/20 RS sector 44% · RS bench 62.7% · 1Y 1387.1%7 of 12 weeks ahead 100% evidence |
| Exact sum: 25.6 + 19.9 + 9.8 + 12.9 = 68.2 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence. | ||||||
| 3Seagate Technology Holdings plcSTX | 66.1/100Favorable setup64% evidence | ASLEEP | 24.2/35 Revenue 34.1% · PAT 100% · OPM change 12.3 pp 62% evidence | 20.2/25 ROCE 61.7% · OPM 43.1% 76% evidence | 8.9/20 P/E 58.3× · PEG — 15% evidence | 12.8/20 RS sector 17.6% · RS bench 37.1% · 1Y 254%6 of 12 weeks ahead 100% evidence |
| Exact sum: 24.2 + 20.2 + 8.9 + 12.8 = 66.1 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence. | ||||||
| 4Super Micro Computer, Inc.SMCI | 64.3/100Mixed-positive evidence81% evidence | TURNING | 25.0/35 Revenue 77.8% · PAT 100% · OPM change 9.4 pp 83% evidence | 16.4/25 ROCE 12.2% · OPM 13.4% 76% evidence | 11.8/20 P/E 8.7× · PEG 1.03 65% evidence | 11.1/20 RS sector -19.3% · RS bench 0.7% · 1Y -19.6%3 of 12 weeks ahead 100% evidence |
| Exact sum: 25 + 16.4 + 11.8 + 11.1 = 64.3 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence. | ||||||
| 5Western Digital CorporationWDC | 60.5/100Mixed-positive evidence64% evidence | ASLEEP | 23.1/35 Revenue 35.7% · PAT 100% · OPM change 9.6 pp 62% evidence | 17.4/25 ROCE 17.2% · OPM 41.7% 76% evidence | 10.0/20 P/E 22.2× · PEG — 15% evidence | 10.0/20 RS sector 1.1% · RS bench 18.4% · 1Y 291%5 of 12 weeks ahead 100% evidence |
| Exact sum: 23.1 + 17.4 + 10 + 10 = 60.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 6Arista Networks, Inc.ANET | 58.9/100Mixed-positive evidence81% evidence | BREAKING OUT | 18.3/35 Revenue 32.6% · PAT 24.4% · OPM change 0.7 pp 83% evidence | 20.9/25 ROCE 26.9% · OPM 45.4% 76% evidence | 5.8/20 P/E 52.9× · PEG 2.18 65% evidence | 13.9/20 RS sector -0.5% · RS bench 22.1% · 1Y 32%9 of 12 weeks ahead 100% evidence |
| Exact sum: 18.3 + 20.9 + 5.8 + 13.9 = 58.9 · Decision use: Strong business, demanding price: keep it on the quality list, but require either earnings upgrades or valuation compression. | ||||||
| 7HP Inc.HPQ | 55.1/100Mixed-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 | 17.1/20 RS sector 3.4% · RS bench 27.8% · 1Y 16.1%11 of 12 weeks ahead 100% evidence |
| Exact sum: 10.7 + 12.4 + 14.9 + 17.1 = 55.1 · Decision use: Price leads the evidence: RS versus the benchmark is 27.8%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 8Logitech International S.A.LOGI | 53.4/100Thin evidence · provisional56% evidence | BASING | 19.6/35 Revenue — · PAT — · OPM change 2 pp 39% evidence | 15.1/25 ROCE 9.9% · OPM 12.5% 76% evidence | 10.2/20 P/E 17.3× · PEG — 15% evidence | 8.5/20 RS sector -27.4% · RS bench -9.2% · 1Y -10.9%1 of 12 weeks ahead 100% evidence |
| Exact sum: 19.6 + 15.1 + 10.2 + 8.5 = 53.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 9Everpure, Inc.P | 50.9/100Mixed-positive evidence64% evidence | BREAKING OUT | 19.9/35 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 | 12.6/20 RS sector -5.5% · RS bench 17.1% · 1Y 11.1%8 of 12 weeks ahead 100% evidence |
| Exact sum: 19.9 + 9.9 + 8.5 + 12.6 = 50.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 10Cricut, Inc.CRCT | 50.2/100Thin evidence · provisional60% evidence | BREAKING OUT | 13.5/35 Revenue -0.4% · PAT 9% · OPM change -3.6 pp 53% evidence | 13.9/25 ROCE 5.2% · OPM 14.4% 57% evidence | 13.3/20 P/E 10.7× · PEG 0.83 65% evidence | 9.5/20 RS sector -11.9% · RS bench 10% · 1Y -18.2%8 of 12 weeks ahead 70% evidence |
| Exact sum: 13.5 + 13.9 + 13.3 + 9.5 = 50.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 11AstroNova, Inc.ALOT | 50.0/100Thin evidence · provisional58% evidence | 14.6/35 Revenue -2.6% · PAT — · OPM change 2.5 pp 62% evidence | 9.7/25 ROCE 1.6% · OPM 4% 76% evidence | 9.4/20 P/E 24.3× · PEG — 15% evidence | 16.3/20 RS sector 57.3% · RS bench 89.2% · 1Y 153.9%9 of 9 weeks ahead 70% evidence | |
| Exact sum: 14.6 + 9.7 + 9.4 + 16.3 = 50 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 12Unusual Machines, Inc.UMAC | 54.7/100Thin evidence · provisional42% evidence | FADING | 22.2/35 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 | 14.4/20 RS sector 3.9% · RS bench 23.9% · 1Y 68%8 of 12 weeks ahead 70% evidence |
| Exact sum: 22.2 + 8.1 + 10 + 14.4 = 54.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 13Corsair Gaming, Inc.CRSR | 52.0/100Thin evidence · provisional45% evidence | TURNING | 17.4/35 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 | 15.5/20 RS sector 31.1% · RS bench 58.1% · 1Y 53.6%11 of 12 weeks ahead 70% evidence |
| Exact sum: 17.4 + 10.4 + 8.7 + 15.5 = 52 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 14Quantum CorporationQMCO | 50.9/100Thin evidence · provisional42% evidence | LEADER | 14.5/35 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 | 16.8/20 RS sector 86.7% · RS bench 120.9% · 1Y 100.6%12 of 12 weeks ahead 70% evidence |
| Exact sum: 14.5 + 9.6 + 10 + 16.8 = 50.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 15Virtuix 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 2 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. | ||||||
| 163D Systems CorporationDDD | 47.4/100Thin evidence · provisional45% evidence | ASLEEP | 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 | 9.8/20 RS sector -7% · RS bench 13.4% · 1Y 28.2%9 of 12 weeks ahead 70% evidence |
| Exact sum: 17.5 + 9 + 11.1 + 9.8 = 47.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 17Braiin LimitedBRAI | 45.2/100Thin evidence · provisional20% evidence | ASLEEP | 13.4/35 Revenue — · PAT — · OPM change — 24% evidence | 11.8/25 ROCE 11.1% · OPM — 46% evidence | 10.0/20 P/E — · PEG — 0% evidence | 10.0/20 RS sector — · RS bench — · 1Y —0 of 12 weeks ahead 0% evidence |
| Exact sum: 13.4 + 11.8 + 10 + 10 = 45.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 18Bgin 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 —0 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. | ||||||
| 19One Stop Systems, Inc.OSS | 44.4/100Thin evidence · provisional45% evidence | ASLEEP | 19.8/35 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 | 6.3/20 RS sector -32.6% · RS bench -19.7% · 1Y 24.2%5 of 12 weeks ahead 70% evidence |
| Exact sum: 19.8 + 9 + 9.3 + 6.3 = 44.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 20AMC Robotics CorporationAMCI | 44.3/100Thin evidence · provisional33% evidence | 18.0/35 Revenue — · PAT — · OPM change 0.9 pp 15% evidence | 12.9/25 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 -66.7%0 of 5 weeks ahead to 2026-07-31 70% evidence | |
| Exact sum: 18 + 12.9 + 10 + 3.4 = 44.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 21Velo3D, Inc.VELO | 44.1/100Thin evidence · provisional45% evidence | ASLEEP | 21.0/35 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 | 5.8/20 RS sector -36.2% · RS bench -23.7% · 1Y 212.2%2 of 12 weeks ahead 70% evidence |
| Exact sum: 21 + 6.9 + 10.4 + 5.8 = 44.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 22Quantum Computing Inc.QUBT | 43.2/100Thin evidence · provisional44% evidence | BASING | 19.6/35 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 | 5.4/20 RS sector -44.6% · RS bench -29.9% · 1Y -65.6%2 of 12 weeks ahead 100% evidence |
| Exact sum: 19.6 + 8.2 + 10 + 5.4 = 43.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 23IonQ, Inc.IONQ | 42.2/100Thin 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 | 3.3/20 RS sector -40.9% · RS bench -26.2% · 1Y -47.7%2 of 12 weeks ahead 100% evidence |
| Exact sum: 21.6 + 7.3 + 10 + 3.3 = 42.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 24Nano Dimension Ltd.NNDM | 41.5/100Thin evidence · provisional42% evidence | TURNING | 18.1/35 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 | 6.6/20 RS sector -31.2% · RS bench -13.5% · 1Y 10.8%1 of 12 weeks ahead 70% evidence |
| Exact sum: 18.1 + 6.8 + 10 + 6.6 = 41.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 25Rigetti Computing, Inc.RGTI | 40.6/100Thin evidence · provisional48% evidence | BASING | 20.9/35 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 | 2.2/20 RS sector -51% · RS bench -37.6% · 1Y -48.1%1 of 12 weeks ahead 100% evidence |
| Exact sum: 20.9 + 7.5 + 10 + 2.2 = 40.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 26Draganfly Inc.DPRO | 38.8/100Thin evidence · provisional45% evidence | BASING | 16.2/35 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 | 4.9/20 RS sector -41.5% · RS bench -25.6% · 1Y -12.7%0 of 12 weeks ahead 70% evidence |
| Exact sum: 16.2 + 6.2 + 11.5 + 4.9 = 38.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 27Stratasys Ltd.SSYS | 37.3/100Thin evidence · provisional48% evidence | ASLEEP | 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 | 6.9/20 RS sector -38.9% · RS bench -23.1% · 1Y -28.1%0 of 12 weeks ahead 100% evidence |
| Exact sum: 12.2 + 8.2 + 10 + 6.9 = 37.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 28Canaan Inc.CAN | 36.4/100Thin evidence · provisional45% evidence | BASING | 14.9/35 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 -65.7% · RS bench -54.9% · 1Y -61.5%0 of 12 weeks ahead 70% evidence |
| Exact sum: 14.9 + 7.2 + 11.3 + 3 = 36.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 29D-Wave Quantum Inc.QBTS | 31.8/100Thin evidence · provisional45% evidence | ASLEEP | 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 | 2.0/20 RS sector -47.2% · RS bench -33.5% · 1Y -39.5%2 of 12 weeks ahead 100% evidence |
| Exact sum: 11.8 + 8 + 10 + 2 = 31.8 · 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 +1387.1%. Quantum Corporation leads on Mansfield relative strength against the S&P 500 at +120.9%. 14 of 26 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-09-16.
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.
How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.
The same measure taken against Computer Hardware itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.
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 $151,197 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 20 reported observations across the 20-quarter window.
What the numbers say: Dell Technologies Inc. is the scale leader at $151,197 million, 163.3% 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. · $151,197 million
Gap163.3% versus #2 · HP Inc.
Persistence8/8 recent comparable periods
Coverage24/29 companies · 456 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
Revenue growthfastest growers
Revenue · company comparison
24/29 level · 23/29 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.
| Company | Revenue | Revenue growth | Reported |
|---|---|---|---|
| Dell Technologies Inc. DELL | $47.0B | 58% | Sep 2026 |
| HP Inc. HPQ | $14.4B | 9.0% | Jun 2026 |
| Super Micro Computer, Inc. SMCI | $11.1B | 93% | Jun 2026 |
| Sandisk Corporation SNDK | $9.0B | 213% | Sep 2026 |
| Western Digital Corporation WDC | $3.7B | 28% | Sep 2026 |
| Seagate Technology Holdings plc STX | $3.6B | 27% | Sep 2026 |
| Arista Networks, Inc. ANET | $3.0B | 38% | Jun 2026 |
| Logitech International S.A. LOGI | $1.1B | 7.5% | Jun 2026 |
| Everpure, Inc. P | $1.1B | 35% | 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 | $96M | 1.1% | Mar 2026 |
| Quantum Corporation QMCO | $78M | 28% | Mar 2026 |
| IonQ, Inc. IONQ | $65M | 713% | Mar 2026 |
| Canaan Inc. CAN | $63M | -24% | Mar 2026 |
| AstroNova, Inc. ALOT | $39M | 2.6% | Jun 2026 |
| Nano Dimension Ltd. NNDM | $30M | 114% | Mar 2026 |
| Bgin Blockchain Limited BGIN | $20M | -87% | Dec 2025 |
| Velo3D, Inc. VELO | $14M | 56% | Mar 2026 |
| Unusual Machines, Inc. UMAC | $8M | 300% | Mar 2026 |
| One Stop Systems, Inc. OSS | $8M | 60% | Mar 2026 |
| Rigetti Computing, Inc. RGTI | $4M | 300% | Mar 2026 |
| Quantum Computing Inc. QUBT | $4M | — | Mar 2026 |
| D-Wave Quantum Inc. QBTS | $3M | -80% | Mar 2026 |
| Draganfly Inc. DPRO | $2M | 0.0% | 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.
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
$47.0B
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
$9.0B
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
$3.6B
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
$11.1B
—
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
$3.7B
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%
38%
—
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%
58%
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%
93%
—
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 78.5%. Arista Networks, Inc. is next at 45.4%. 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 Sep 2026.
What the numbers say: Sandisk Corporation leads opm at 78.5%; Quantum Computing Inc. leads margin change at +20689.4 percentage points.
LeaderSandisk Corporation · 78.5%
Gap72.9% versus #2 · Arista Networks, Inc.
Persistence5/8 recent comparable periods
Coverage25/29 companies · 415 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
Margin changefastest expanders
Operating margin · company comparison
25/29 level · 26/29 change
All-company data · latest reported quarter
| Company | OPM | Margin change | Reported |
|---|---|---|---|
| Sandisk Corporation SNDK | 79% | +67.3 pp | Sep 2026 |
| Arista Networks, Inc. ANET | 45% | +0.7 pp | Jun 2026 |
| Seagate Technology Holdings plc STX | 43% | +12.3 pp | Sep 2026 |
| Western Digital Corporation WDC | 42% | +9.6 pp | Sep 2026 |
| AMC Robotics Corporation AMCI | 23% | +0.9 pp | Dec 2025 |
| Cricut, Inc. CRCT | 14% | −3.6 pp | Mar 2026 |
| Super Micro Computer, Inc. SMCI | 13% | +9.4 pp | Jun 2026 |
| Logitech International S.A. LOGI | 13% | +2.0 pp | Jun 2026 |
| Dell Technologies Inc. DELL | 12% | +4.9 pp | Sep 2026 |
| HP Inc. HPQ | 4.2% | −0.7 pp | Jun 2026 |
| AstroNova, Inc. ALOT | 4.0% | +2.5 pp | Jun 2026 |
| Corsair Gaming, Inc. CRSR | 3.9% | +4.5 pp | Mar 2026 |
| Everpure, Inc. P | 1.9% | +5.9 pp | Jun 2026 |
| Quantum Corporation QMCO | -3.3% | +15.6 pp | Mar 2026 |
| 3D Systems Corporation DDD | -7.0% | +31.9 pp | Mar 2026 |
| One Stop Systems, Inc. OSS | -8.3% | +36.9 pp | Mar 2026 |
| Stratasys Ltd. SSYS | -20% | −10.9 pp | Mar 2026 |
| Velo3D, Inc. VELO | -50% | +73.3 pp | Mar 2026 |
| Canaan Inc. CAN | -87% | −41.1 pp | Mar 2026 |
| Unusual Machines, Inc. UMAC | -90% | +70.3 pp | Mar 2026 |
| Nano Dimension Ltd. NNDM | -217% | +73.9 pp | Mar 2026 |
| Draganfly Inc. DPRO | -329% | −96.6 pp | Mar 2026 |
| IonQ, Inc. IONQ | -420% | +580.5 pp | Mar 2026 |
| Quantum Computing Inc. QUBT | -557% | +20,689.4 pp | Mar 2026 |
| Rigetti Computing, Inc. RGTI | -590% | +879.8 pp | Mar 2026 |
| D-Wave Quantum Inc. QBTS | -742% | −1,839.6 pp | Mar 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%
45%
—
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%
5.0%
7.5%
6.2%
5.3%
6.7%
6.8%
8.5%
4.8%
6.9%
7.7%
9.6%
5.5%
6.6%
8.3%
9.6%
8.9%
12%
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%
-36%
-12%
4.6%
11%
17%
9.9%
-2.5%
2.7%
—
8.3%
36%
70%
79%
Seagate Technology Holdings plc · STX
19%
—
15%
14%
-2.1%
0.3%
6.9%
-7.8%
6.0%
8.8%
15%
19%
21%
21%
23%
—
27%
30%
36%
43%
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%
13%
—
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%
42%
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
+0.7 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
—
—
—
+0.8 pp
+3.5 pp
+0.5 pp
−0.6 pp
+1.7 pp
−0.7 pp
+2.3 pp
−0.5 pp
+0.2 pp
+0.9 pp
+1.1 pp
+0.7 pp
−0.3 pp
+0.6 pp
0.0 pp
+3.4 pp
+4.9 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
—
—
—
—
—
—
—
—
—
+42.7 pp
+52.1 pp
+52.2 pp
+21.8 pp
−7.1 pp
−7.8 pp
—
−1.6 pp
+38.0 pp
+67.3 pp
—
Seagate Technology Holdings plc · STX
—
—
—
−3.1 pp
−20.9 pp
—
−8.4 pp
−21.5 pp
+8.1 pp
+8.5 pp
+8.1 pp
+26.4 pp
+15.0 pp
+12.1 pp
+8.4 pp
—
+5.9 pp
+9.0 pp
+12.3 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
+9.4 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
Sandisk Corporation has the highest Net profit among the 29 Computer Hardware companies compared here, at $11,433 million. Dell Technologies Inc. is next at $11,378 million. Dell Technologies Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.
What the numbers say: Sandisk Corporation leads with $11,433 million of TTM profit, 0.5% above Dell Technologies Inc.. Dell Technologies Inc. shows ≥100% on the scoring scale (135.5% uncapped) growth from a $11,378 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderSandisk Corporation · $11,433 million
Gap0.5% versus #2 · Dell Technologies Inc.
Persistence1/3 recent comparable periods
Coverage25/29 companies · 477 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 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
Profit growthfastest growers
Net profit · company comparison
25/29 level · 5/29 change
All-company data · latest reported quarter
| Company | Net profit | Profit growth | Reported |
|---|---|---|---|
| Sandisk Corporation SNDK | $6.9B | 7.7% | Sep 2026 |
| Dell Technologies Inc. DELL | $4.1B | 255% | Sep 2026 |
| Western Digital Corporation WDC | $3.2B | 1,172% | Sep 2026 |
| Seagate Technology Holdings plc STX | $1.3B | 53% | Sep 2026 |
| Arista Networks, Inc. ANET | $1.2B | 36% | Jun 2026 |
| Super Micro Computer, Inc. SMCI | $1.1B | 475% | Jun 2026 |
| IonQ, Inc. IONQ | $805M | — | Mar 2026 |
| HP Inc. HPQ | $450M | 11% | Jun 2026 |
| Logitech International S.A. LOGI | $143M | -0.7% | Jun 2026 |
| Rigetti Computing, Inc. RGTI | $33M | -23% | Mar 2026 |
| Everpure, Inc. P | $24M | 138% | Jun 2026 |
| Cricut, Inc. CRCT | $20M | -17% | Mar 2026 |
| Corsair Gaming, Inc. CRSR | $13M | 767% | 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
$1.2B
—
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
$3.8B
$1M
$1.1B
$506M
$241M
$606M
$578M
$455M
$1.0B
$1.3B
$992M
$882M
$1.2B
$1.5B
$965M
$1.2B
$1.5B
$2.3B
$3.4B
$4.1B
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
$-518M
$-301M
$27M
$120M
$211M
$104M
$-1.9B
$-23M
—
$112M
$803M
$3.6B
$6.9B
Seagate Technology Holdings plc · STX
$526M
—
$346M
$276M
$-33M
$-433M
$-92M
$-184M
$-19M
$25M
$513M
$305M
$336M
$340M
$488M
—
$549M
$593M
$748M
$1.3B
Super Micro Computer, Inc. · SMCI
$42M
$77M
$141M
$184M
$176M
$86M
$194M
$157M
$296M
$402M
$297M
$424M
$321M
$109M
$195M
$168M
$401M
$483M
$1.1B
—
Western Digital Corporation · WDC
$610M
—
$25M
$347M
$-451M
$-571M
$-709M
$-685M
$-287M
$-8M
$-246M
$153M
$466M
$772M
$252M
—
$1.2B
$1.8B
$3.2B
$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%
36%
—
Corsair Gaming, Inc. · CRSR
—
—
-286%
-400%
-72%
—
—
—
14%
—
—
—
-63%
—
—
—
767%
—
—
—
Dell Technologies Inc. · DELL
—
—
—
-39%
-94%
—
-46%
-10%
317%
120%
72%
94%
17%
15%
-2.7%
32%
32%
47%
256%
255%
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
—
—
262%
636%
319%
12%
38%
-15%
68%
367%
53%
170%
8.5%
-73%
-34%
-60%
25%
343%
475%
—
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 73.6%. Seagate Technology Holdings plc is next at 61.7%. 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 Sep 2026.
What the numbers say: Sandisk Corporation leads ROCE at 73.6%, 11.9 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 · 73.6%
Gap19.3% versus #2 · Seagate Technology Holdings plc
Persistence4/6 recent comparable periods
Coverage28/29 companies · 486 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
ROCE changefastest improvers
Return on capital · company comparison
28/29 level · 28/29 change
All-company data · latest reported quarter
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Sandisk Corporation SNDK | 74% | +31.8 pp | Sep 2026 |
| Seagate Technology Holdings plc STX | 62% | +21.6 pp | Sep 2026 |
| Dell Technologies Inc. DELL | 34% | +12.1 pp | Sep 2026 |
| Arista Networks, Inc. ANET | 27% | −0.6 pp | Jun 2026 |
| Western Digital Corporation WDC | 17% | +5.9 pp | Sep 2026 |
| Super Micro Computer, Inc. SMCI | 12% | +1.5 pp | Jun 2026 |
| Braiin Limited BRAI | 11% | −11.5 pp | Jun 2025 |
| Logitech International S.A. LOGI | 9.9% | +3.5 pp | Jun 2026 |
| AMC Robotics Corporation AMCI | 7.2% | +5.2 pp | Dec 2025 |
| Cricut, Inc. CRCT | 5.2% | −0.2 pp | Mar 2026 |
| HP Inc. HPQ | 4.9% | −0.4 pp | Jun 2026 |
| Quantum Corporation QMCO | 3.4% | −10.7 pp | Mar 2026 |
| Corsair Gaming, Inc. CRSR | 1.7% | +2.0 pp | Mar 2026 |
| AstroNova, Inc. ALOT | 1.6% | +1.0 pp | Jun 2026 |
| Everpure, Inc. P | 0.8% | +2.1 pp | Jun 2026 |
| 3D Systems Corporation DDD | -1.6% | +4.8 pp | Mar 2026 |
| One Stop Systems, Inc. OSS | -1.8% | +5.2 pp | Mar 2026 |
| Quantum Computing Inc. QUBT | -2.2% | +3.1 pp | Mar 2026 |
| Stratasys Ltd. SSYS | -3.0% | −1.6 pp | Mar 2026 |
| Unusual Machines, Inc. UMAC | -4.1% | +12.3 pp | Mar 2026 |
| Rigetti Computing, Inc. RGTI | -6.1% | +4.9 pp | Mar 2026 |
| IonQ, Inc. IONQ | -7.4% | +4.1 pp | Mar 2026 |
| D-Wave Quantum Inc. QBTS | -7.4% | −0.9 pp | Mar 2026 |
| Nano Dimension Ltd. NNDM | -9.5% | −4.8 pp | Mar 2026 |
| Velo3D, Inc. VELO | -9.9% | +8.9 pp | Mar 2026 |
| Canaan Inc. CAN | -16% | −4.7 pp | Mar 2026 |
| Draganfly Inc. DPRO | -16% | +800.2 pp | Mar 2026 |
| Bgin Blockchain Limited BGIN | -43% | −44.7 pp | Dec 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
20%
21%
25%
27%
28%
29%
29%
29%
28%
28%
28%
27%
26%
28%
28%
27%
27%
28%
27%
—
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
4.6%
13%
15%
16%
19%
17%
16%
18%
17%
18%
19%
20%
20%
21%
20%
22%
21%
23%
28%
34%
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%
—
—
—
-4.2%
3.1%
6.2%
5.5%
4.4%
—
3.4%
11%
36%
74%
Seagate Technology Holdings plc · STX
32%
—
34%
36%
17%
10%
3.8%
-0.8%
2.0%
5.8%
8.8%
19%
27%
32%
36%
—
51%
52%
57%
62%
Super Micro Computer, Inc. · SMCI
9.2%
13%
19%
27%
32%
33%
33%
29%
26%
16%
16%
19%
19%
14%
11%
7.7%
8.2%
9.9%
12%
—
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%
17%
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
—
—
—
—
+7.9 pp
+8.1 pp
+4.0 pp
+1.9 pp
+0.2 pp
−1.4 pp
−1.6 pp
−2.2 pp
−2.1 pp
−0.1 pp
0.0 pp
+0.4 pp
+1.4 pp
−0.1 pp
−0.6 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
—
—
—
—
+14.5 pp
+3.7 pp
+0.9 pp
+1.3 pp
−2.5 pp
+1.4 pp
+2.8 pp
+2.7 pp
+3.6 pp
+3.0 pp
+1.2 pp
+1.4 pp
+0.9 pp
+2.0 pp
+8.3 pp
+12.1 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
—
—
—
+0.5 pp
—
—
—
+8.6 pp
—
−2.8 pp
+5.7 pp
+31.8 pp
—
Seagate Technology Holdings plc · STX
—
—
—
—
−15.3 pp
—
−29.9 pp
−37.1 pp
−14.8 pp
−4.4 pp
+5.0 pp
+20.0 pp
+24.5 pp
+25.8 pp
+26.8 pp
—
+24.8 pp
+20.5 pp
+21.6 pp
—
Super Micro Computer, Inc. · SMCI
—
—
—
—
+22.8 pp
+20.0 pp
+13.8 pp
+1.6 pp
−6.5 pp
−17.2 pp
−16.9 pp
−9.2 pp
−7.0 pp
−2.0 pp
−5.5 pp
−11.7 pp
−10.3 pp
−4.2 pp
+1.5 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 0.35×. 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 Sep 2026.
What the numbers say: Dell Technologies Inc. has the lowest comparable PEG at 0.35×, 30% 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. · 0.35×
Gap30% versus #2 · HP Inc.
Persistence0/8 recent comparable periods
Coverage5/29 companies · 38 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
P/Elowest P/E
Valuation · company comparison
5/29 level · 17/29 change
All-company data · latest reported quarter
| Company | PEG | P/E | Reported |
|---|---|---|---|
| Arista Networks, Inc. ANET | 2.2 | 52.9 | Jun 2026 |
| Logitech International S.A. LOGI | 1.2 | 17.3 | Jun 2026 |
| Super Micro Computer, Inc. SMCI | 1.0 | 8.7 | Jun 2026 |
| Cricut, Inc. CRCT | 0.8 | 10.7 | Mar 2026 |
| HP Inc. HPQ | 0.5 | 7.7 | Jun 2026 |
| Dell Technologies Inc. DELL | 0.4 | 23.0 | Sep 2026 |
| Sandisk Corporation SNDK | — | 22.6 | Sep 2026 |
| Seagate Technology Holdings plc STX | — | 58.3 | Sep 2026 |
| Western Digital Corporation WDC | — | 22.2 | Sep 2026 |
| Everpure, Inc. P | — | 105.1 | Jun 2026 |
| Corsair Gaming, Inc. CRSR | — | 69.4 | Mar 2026 |
| 3D Systems Corporation DDD | — | 7.5 | Mar 2026 |
| Velo3D, Inc. VELO | — | 16.2 | Mar 2026 |
| Canaan Inc. CAN | — | 5.1 | Mar 2026 |
| AstroNova, Inc. ALOT | — | 24.3 | Jun 2026 |
| One Stop Systems, Inc. OSS | — | 30.3 | Mar 2026 |
| Draganfly Inc. DPRO | — | 1.3 | Mar 2026 |
Full 20-quarter history · every available company
PEG · reported quarter history
Arista Networks, Inc. · ANET
—
—
—
—
—
—
—
—
0.7
0.8
1.0
1.2
1.4
1.0
1.2
2.0
2.0
1.8
2.2
—
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
0.4
—
—
—
0.4
0.6
1.0
0.9
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
52.5
45.8
27.9
29.5
27.4
33.9
29.2
30.0
35.1
39.6
44.6
45.3
48.8
32.3
39.5
54.6
47.0
41.5
52.9
—
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
15.1
7.7
6.2
6.1
15.7
12.4
17.0
20.3
18.9
18.0
23.5
17.1
20.9
15.7
14.5
17.8
20.8
12.8
16.3
23.0
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
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
-10.8
-38.8
23.0
22.6
Seagate Technology Holdings plc · STX
11.8
—
10.6
9.0
—
—
—
—
—
-72.2
64.7
27.8
15.7
12.0
20.4
—
31.4
31.8
40.5
58.3
Super Micro Computer, Inc. · SMCI
18.0
10.7
7.3
6.5
7.5
9.7
20.4
23.7
21.7
56.4
41.6
17.2
12.4
17.7
27.9
35.9
20.0
11.0
8.7
—
Western Digital Corporation · WDC
9.1
—
6.3
6.7
—
—
—
—
—
—
—
53.5
13.0
8.8
14.2
—
19.3
19.0
17.7
22.2
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. 18 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.
- 18 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 2026-09-16. 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 2026-09-16 · 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 2026-09-16. 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 44.9% over 52 weeks and 5.9% over 13 weeks. 14 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 $151,197 million, based on 24 of 29 comparable companies through Sep 2026.
Which Computer Hardware company is growing fastest?
IonQ, Inc. has the fastest current revenue growth at 100%, across 23 of 29 comparable companies.
Which Computer Hardware company has the strongest 4-Factor Sector Score?
Dell Technologies Inc. ranks first at 82.2/100 with 85.3% 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 0.35, 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 $151,197 million, ahead of HP Inc. at $57,417 million. That covers 24 of 29 companies with comparable reporting through Sep 2026.
Which Computer Hardware company has the best profit margins?
Sandisk Corporation has the highest operating margin at 78.5%, from 25 of 29 comparable companies. Quantum Computing Inc. shows the biggest improvement (+20689.4 percentage points — see the chart above for the starting level). A high margin matters most when it is holding or rising, not when it is peaking.
Which Computer Hardware company makes the most profit?
Sandisk Corporation earns the most, at $11,433 million of trailing-twelve-month net profit, from 25 of 29 comparable companies. Dell Technologies Inc. has the fastest profit growth at the ≥100% scoring cap, 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 73.6%, 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 0.35×. 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 44.9% over the last 52 weeks and 5.9% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 14 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?
Quantum Corporation 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 82.2 out of 100 with 85.3% evidence confidence, from 28.9 points on growth and earnings, 19.7 on capital efficiency, 14.6 on valuation and 19 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 $1,295,173 million of combined market value. Dell Technologies Inc. is the largest at $358,147 million, about 28% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-09-16.
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 22.2×, 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 2026-09-16.
How is the Computer Hardware sector performing?
14 of the 26 covered Computer Hardware companies are beating S&P 500 on Mansfield relative strength. The sector itself is 44.9% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-09-16.
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.
Not SEBI Registered !! Not Investment advice !!