DELL
CoveredDell Technologies
NYSE · $114B
Dell Technologies benefits from its strong brand recognition and extensive globa…
Peer Cohort · Robust
PC, Server & Storage Hardware
Information Technology · Technology Hardware & Equipment · Technology Hardware, Storage & Peripherals · 18 peers
· 18 not run
One action: refreshes every issuer report, pulls latest FMP pricing & revenue, recomputes cohort performance, then regenerates the cohort synthesis.
Peer Cohort Report
PC, Server & Storage Hardware — not yet synthesized
A cohort report needs ≥2 persisted issuer reports. Run the cohort fan-out above first — currently 0 ready.
Why these companies
Manufacturers of personal computers, servers, storage systems, and related hardware. Peer economics span enterprise IT spending, hyperscaler procurement cycles, and shared exposure to AI infrastructure buildout.
Cohort performance · 90 days
PC, Server & Storage Hardware
…
Loading performance intelligence…
Leadership intelligence
… · last 90d
Loading leadership intelligence…
Members
18 issuers · scored first
HPE
CoveredHewlett Packard Enterprise
NYSE · $34B
HPE's moat stems from its established position as an enterprise IT infrastructur…
HPQ
CoveredHP Inc.
NYSE · $55B
HP Inc. benefits from its strong brand recognition and extensive global distribu…
NTAP
CoveredNetApp Inc.
NASDAQ · $7B
NetApp offers a compelling value proposition to customers by providing comprehen…
STX
CoveredSeagate Technology
NASDAQ · $9B
Seagate Technology (STX) is a global leader in data storage solutions, primarily…
SMCI
CoveredSuper Micro Computer
NASDAQ · $22B
Super Micro Computer (SMCI) designs, develops, manufactures, and sells server so…
WDC
CoveredWestern Digital
NASDAQ · $10B
Western Digital benefits from its established position in the data storage marke…
AAPL
IndexedApple Inc.
NASDAQ · $416B
Apple's moat comes from its strong brand loyalty, ecosystem lock-in, and proprie…
ANET
IndexedArista Networks
NYSE · $9B
Arista Networks benefits from a strong competitive moat primarily due to its inn…
CDW
IndexedCDW Corporation
NASDAQ · $22B
CDW is a leading provider of integrated information technology solutions to busi…
CSCO
IndexedCisco Systems
NASDAQ · $57B
Cisco Systems is a multinational technology conglomerate that designs, manufactu…
GLW
IndexedCorning Incorporated
NYSE · $16B
Corning Incorporated is a materials science company that operates through divers…
JBL
IndexedJabil Inc.
NYSE · $30B
Jabil is a manufacturing services company that provides design, engineering, man…
KEYS
IndexedKeysight Technologies
NYSE · $5B
Keysight Technologies benefits from high switching costs in its specialized elec…
MSI
IndexedMotorola Solutions
NYSE · $12B
Motorola Solutions benefits from high switching costs and a strong brand in publ…
SNDK
IndexedSandisk
NYSE · $7B
SanDisk was a pioneer and leader in flash memory technology, holding numerous pa…
TRMB
IndexedTrimble Inc.
NASDAQ · $4B
Trimble benefits from high switching costs and a strong brand in niche markets. …
ZBRA
IndexedZebra Technologies
NASDAQ · $5B
Zebra Technologies benefits from high switching costs and a strong brand in its …