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STOCK COMPARISON

Transcend Information vs Dell Technologies: Fair Value & Quality

Both stocks run through our valuation models. Here is how Transcend Information (2451) and Dell Technologies (DELL) compare, as of Sep 24, 2026.

As of Sep 24, 2026, Fair Value Calculator sees Transcend Information as the less overvalued of the two: Transcend Information trades at TWD 285 versus a fair value of TWD 193 (-32%), while Dell Technologies trades at $550 versus $196 (-64%).
Transcend Information
2451.TW · TWD · Information Technology
-32%
upside to fair value
overvalued
PriceTWD 285
Fair ValueTWD 193
Quality89/100
Dell Technologies
DELL · USD · Information Technology
-64%
upside to fair value
overvalued
Price$550
Fair Value$196
Quality66/100
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Head-to-head numbers

Green is the better side of a row, red the weaker one (for valuation multiples: lower = cheaper). Grey rows are for reference only and are not scored.

betterweakerfor reference, not scored

Transcend InformationDell Technologies
Valuation
22.0×P/E (TTM)34.6×
4.39×P/S (TTM)2.81×
5.30×P/BNegative equity
7.6×EV/EBITDA27.6×
n/aPEG0.71×
−32.1%Fair value upside−64.4%
4.1%Dividend yield0.4%
TWD 11.80Dividend per share$2.21
Profitability
72%Operating margin9%
2.95×EBIT margin trend (5Y)1.72×
61%Return on equityNegative equity
33%Return on assets7%
Growth
357%Revenue growth (YoY)88%
12.2%Avg. growth/yr (3Y)3.5%
8.4%Avg. growth/yr (5Y)5.5%
+22.4%Value creation/yr+15.8%
Balance & size
3,396.2×Interest coverage (EBIT/interest)5.4×
0.02×Debt / equityNegative equity
$4BMarket cap$376B
healthyGrowth qualityhealthy

Transcend Information leads: 11 to 1 metric wins.

n/a = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Transcend Informationof which business quality 84 · market factors 61 Dell Technologiesof which business quality 65 · market factors 72
ProfitabilityMargins and returns on capital today
77
51
Quality GrowthAre margins and returns improving?
100
45
CashflowEarnings quality: real cash, not paper profit
83
61
Fin. StrengthBalance sheet, leverage, solvency risk
84
59
InvestmentDisciplined investing over empire-building
79
89
Low VolatilityCalm price path (market factor)
43
16
MomentumPrice trend over the last 3–12 months (market factor)
60
94
52W MomentumDistance to the 52-week high (market factor)
85
96
Net IssuanceShare count: buybacks or dilution?
83
100

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyTranscend InformationPrice TWD 285Dell TechnologiesPrice $550
DCF Models-34%below the priceTWD 188-60%below the price$222
Earnings-Based-58%below the priceTWD 119-81%below the price$105
Dividend Discount-78%below the priceTWD 62.08-94%below the price$35.08
Multiples-12%close to the priceTWD 251-56%below the price$243
Asset-Based-87%below the priceTWD 35.76n/a
Growth DCF-39%below the priceTWD 174-64%below the price$198
Economic Profit-58%below the priceTWD 118-80%below the price$111
Growth Earnings-5%close to the priceTWD 271-64%below the price$196
Minimum-87%below the priceTWD 35.76-94%below the price$35.08
Maximum-5%close to the priceTWD 271-56%below the price$243
Median-48%below the priceTWD 147-64%below the price$196
Geometric mean-55%below the priceTWD 127-75%below the price$136

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Transcend Information: 21 of 24 models see the stock below the current price.

Dell Technologies: 22 of 22 models see the stock below the current price.

Scenario ranges

From our cautious bear scenario to the optimistic bull scenario. The white tick is the current price (value above it), the green tick the fair value (value below it): if the price sits left of the fair value, there is room to rise.

Transcend Information
Price TWD 285
Fair Value TWD 193
Bear TWD 140Bull TWD 270
Dell Technologies
Price $550
Fair Value $196
Bear $133Bull $265

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Transcend Information · Information Technology

Quality score89 · Top 25%
Fair value upside-32% · below median

Dell Technologies · Information Technology

Quality score66 · Top 25%
Fair value upside-64% · bottom 25%

Bottom line

As of Sep 24, 2026, Fair Value Calculator sees Transcend Information as the less overvalued of the two: Transcend Information trades at TWD 285 versus a fair value of TWD 193 (-32%), while Dell Technologies trades at $550 versus $196 (-64%).

Transcend Information has the higher quality score (89/100).

Open Transcend Information live analysis →

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.