Computer Hardware Stocks — Fair Value & Margin of Safety

Equity Rank covers 19 Computer Hardware companies; 15 have a published model fair value, and 4 of those (27%) trade below the model estimate. The median model fair value sits 7.6% below the current price, under these model assumptions. Data as of 2026-10-22.

Source: Equity Rank — Computer Hardware stocks. Model fair value is a multi-method blend (DCF, Graham Number, earnings power, sector multiples and more), recomputed after each U.S. market close.

Computer Hardware stocks furthest below the model estimate

Among companies valued by at least five methods. A wide gap can also mean the models are missing something.

  1. SMCI — Super Micro Computer Inc: model fair value $63.41 vs. price $33.72, a model fair value differential of 88.0% above the current price (as of 2026-10-22)
  2. HPQ — HP Inc: model fair value $39.58 vs. price $33.76, a model fair value differential of 17.2% above the current price (as of 2026-10-22)
  3. CRCT — Cricut Inc: model fair value $7.22 vs. price $6.41, a model fair value differential of 12.6% above the current price (as of 2026-10-22)
  4. SNDK — Sandisk Corp: model fair value $1319.07 vs. price $1262.00, a model fair value differential of 4.5% above the current price (as of 2026-10-22)

All 19 Computer Hardware companies

TickerCompanyPriceModel fair valueGap
DELLDell Technologies Inc$452.59$392.67-13.2%
ANETArista Networks$171.17$89.15-47.9%
SNDKSandisk Corp$1262.00$1319.07+4.5%
STXSeagate Technology PLC$641.37$528.61-17.6%
WDCWestern Digital Corporation$354.30$212.18-40.1%
PEverpure, Inc.$121.24$44.56-63.3%
HPQHP Inc$33.76$39.58+17.2%
SMCISuper Micro Computer Inc$33.72$63.41+88.0%
LOGILogitech International SA$112.52$95.16-15.4%
IONQIONQ Inc$31.11$30.81-1.0%
QBTSD-Wave Quantum Inc. Common Stock$11.63$11.32-2.7%
RGTIRigetti Computing Inc$11.48$10.61-7.6%
QUBTQuantum Computing Inc$6.59Not published—
CRSRCorsair Gaming Inc$13.64$13.04-4.4%
CRCTCricut Inc$6.41$7.22+12.6%
QMCOQuantum Corporation$16.98Not published—
SSYSStratasys Ltd$6.83Not published—
VELOVelo3D, Inc.$6.49Not published—
OSSOne Stop Systems Inc$5.91$4.95-16.2%

Largest companies first. Gap = model fair value differential versus the current price; positive means the price sits below the model estimate. “Not published” means the models lacked reliable data.

Compare Computer Hardware peers

DELL vs ANET · DELL vs SNDK · DELL vs STX · DELL vs WDC · DELL vs P · ANET vs SNDK · ANET vs STX · ANET vs WDC · ANET vs P · SNDK vs STX · SNDK vs WDC · SNDK vs P · STX vs WDC · STX vs P · WDC vs P

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