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DELL - Dell: Deleveraging To Unlock Significant Value
Dell Technologies Inc. Class C
With “new” Dell (DELL) currently trading far below its mid-year peak, I think consensus is missing the deleveraging story here. Core Dell remains highly free cash flow generative, and even assuming revenue and operating income in line with consensus; there is plenty of room for the company to beat on EPS solely based on the interest line going into 2020. In a successful debt paydown scenario, I believe consensus will re-adjust accordingly, which should boost consensus EPS higher and force a re-rating. Shares also offer investors additional margin of safety through a sum-of-parts