Added to YB: 2025-06-20
Pitch date: 2025-06-18
DELL [neutral]
Dell Technologies Inc.
+10.7%
current return
Author Info
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Company Info
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.
Market Cap
$91.1B
Pitch Price
$117.42
Price Target
N/A
Dividend
1.54%
EV/EBITDA
10.67
P/E
18.13
EV/Sales
1.08
Sector
Technology Hardware, Storage and Peripherals
Category
special_situation
Dell’s Accounting Adjustments Raise Troubling Questions
DELL (accounting issues): Vendor credit accounting issues ($348M, ~$0.06/share/qtr) echo 2010 SEC fraud case. Internal controls deemed ineffective Feb 2025 due to improper supplier credits. Round numbers suggest manipulation. Undisclosed SEC investigation signals risk. Ongoing major systems upgrade adds execution risk while management focuses on AI narrative over fundamentals.
Read full article (4 min)