$DELL Earnings was ludacris. I am not sure I have ever seen a stock growing cash at such an insane rate with such low multiples. It's still cheap Q1 EPS up 280%. Tracking $167B revenue for 2027, based on current earnings for Q1 ($3.44B) that means Dell is trading at a PE of merely 21, even AFTER it's stock price is up 40% today! Low float Dell's float (shares you can actually buy) is only 50% of total outstanding, so its "marketable" market cap is only about $140B. So a PE ratio of 21, becomes a PE of just 10.5 when you consider what you can actually buy today. That's cheap for such high growth rates. Big buy backs Every year Dell buys back shares using its free cash. Shares outstanding have been declining on average -4.7% p.a. for the last few years. (791M in 2022 to just 650M to
在 X 查看 ↗