Computer Hardware
Makers of the physical machines: servers, storage, PCs and the gear that fills data centers.
HOW IT MAKES MONEY
Selling boxes, increasingly bundled with software and services to escape pure-hardware commoditization.
WHY IT MATTERS NOW
AI data-center capexMedian P/E across this industry's profitable members is 32×, against 32× for the sector. The two are roughly in line.
START WITH THESE
the three highest Tenet scores in this industry, not a recommendationSCORED IN THIS INDUSTRY · 23 OF 23
click a column to sortIndustry names come from our data provider, so companies in closely related businesses can sit under a different one. This is every name filed under Computer Hardware that we score, not every company in the field.
| NICE | $7B | 86 | 62 | 63 | 65 | 69 | $116.48 | +4.68% |
| ANET | $258B | 22 | 68 | 74 | 91 | 64 | $204.49 | +0.44% |
| DAKT | $847M | 72 | 54 | 70 | 52 | 62 | $17.61 | +1.27% |
| SMCI | $28B | 76 | 34 | 62 | 67 | 60 | $41.92 | +2.07% |
| LOGI | $15B | 65 | 66 | 71 | 31 | 58 | $103.32 | +2.30% |
| TDC | $3B | 80 | 68 | 49 | 30 | 57 | $29.92 | +3.74% |
| WDC | $167B | 38 | 69 | 48 | 60 | 54 | $462.56 | +1.78% |
| NTAP | $42B | 44 | 75 | 40 | 53 | 53 | $215.05 | +2.37% |
| MRVL | $235B | 16 | 64 | 60 | 66 | 52 | $268.08 | +1.46% |
| DGII | $3B | 40 | 56 | 41 | 67 | 51 | $73.39 | −3.73% |
Value, Quality, Health and Growth are 0-100 percentiles: higher is better, and each ranks a company against every name we score in its own sector, not against the rows on this page. Tenet is the average of the four.
showing 10 of 23 covered · +13 more scored names · $119/yr unlocks all →
Every company shown is scored on the same Tenet framework (value, quality, health & growth). Coverage expands over time; not investment advice.