Dell Named Top Services Stock Pick While MillerKnoll and Cogent Are Advised to Avoid

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Summary · why it matters

StockStory identified Dell Technologies as a business services stock to target this week, while recommending investors avoid MillerKnoll and Cogent Communications. Dell posted 22.2% annual revenue growth over the past two years and 38.8% annual earnings per share growth, driven by share buybacks and expanding returns on capital. MillerKnoll saw just 2.9% annual revenue growth and an 11% annual decline in earnings per share due to share dilution and lack of free cash flow. Cogent experienced a 4.1% annual revenue decline, shrinking returns on capital, and depleting cash reserves that could lead to shareholder dilution.

Impact on assets 3

Cloud & Digital Infrastructure▼ · 1 stocks
Cogent Communications Group Inc
CCOI
▼ NegativeCapitalrelevance

Cogent is advised to avoid due to declining revenue, shrinking returns on capital, and depleting cash reserves risking dilution.

Artificial Intelligence▲ · 1 stocks
Dell Technologies Inc
DELL
▲ PositiveCapitalrelevance

Dell is named top services stock pick with strong revenue and EPS growth driven by buybacks and returns on capital.

Industrials▼ · 1 stocks
MillerKnoll Inc
MLKN
▼ NegativeCapitalrelevance

MillerKnoll is advised to avoid due to low revenue growth, declining EPS, share dilution, and lack of free cash flow.

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