U.S. Tech Undervalued over 20% based on DCF

Cisco Systems

Market Cap: US$271.2b

Designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China.

Dell Technologies

Market Cap: US$88.1b

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

Seagate Technology Holdings

Market Cap: US$32.9b

Engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally.

Western Digital

Market Cap: US$27.0b

Develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the Americas, Asia, Europe, the Middle East, and Africa.

Hewlett Packard Enterprise

Market Cap: US$26.3b

Provides solutions that allow customers to capture, analyze, and act upon data seamlessly in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

Jabil

Market Cap: US$23.9b

Provides manufacturing services and solutions worldwide.

NetApp

Market Cap: US$20.7b

Provides a range of enterprise software, systems, and services that customers use to transform their data infrastructures in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.

Pure Storage

Market Cap: US$18.4b

Engages in the provision of data storage and management technologies, products, and services in the United States and internationally.

TD SYNNEX

Market Cap: US$11.7b

Operates as a distributor and solutions aggregator for the information technology (IT) ecosystem.

Itron

Market Cap: US$5.7b

A technology, solutions, and service company, provides end-to-end solutions that help manage energy, water, and smart city operations worldwide.

Ingram Micro Holding

Market Cap: US$4.6b

Through its subsidiaries, distributes information technology products, cloud, and other services in North America, Europe, the Middle East, Africa, the Asia-Pacific, Latin America, and internationally.

Crane NXT

Market Cap: US$3.3b

Operates as an industrial technology company that provides technology solutions to secure, detect, and authenticate customers’ important assets.

PAR Technology

Market Cap: US$2.5b

Provides omnichannel cloud-based hardware and software solutions to the worldwide.

Extreme Networks

Market Cap: US$2.4b

Provides software-driven networking solutions worldwide.

Bel Fuse

Market Cap: US$1.6b

Designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.

PC Connection

Market Cap: US$1.5b

Provides various information technology (IT) solutions worldwide.

Digi International

Market Cap: US$1.2b

Provides business and mission-critical Internet of Things (IoT) connectivity products, services, and solutions in the United States, Europe, the Middle East, Africa, and internationally.

Ituran Location and Control

Market Cap: US$787.7m

Provides location-based telematics services and machine-to-machine telematics products in Israel, Brazil, and internationally.

Clearfield

Market Cap: US$607.0m

Manufactures and sells various fiber connectivity products in the United States and internationally.

Climb Global Solutions

Market Cap: US$486.3m

Operates as a value-added information technology (IT) distribution and solutions company in the United States, Canada, Europe, and the United Kingdom.

Aviat Networks

Market Cap: US$270.5m

Provides microwave networking and wireless access networking solutions in North America, Africa, the Middle East, Europe, Latin America, and the Asia Pacific.

Frequency Electronics

Market Cap: US$266.5m

Engages in the design, development, manufacture, marketing, and sale of precision time and frequency control products and components for microwave integrated circuit applications.

Methode Electronics

Market Cap: US$219.8m

Designs, engineers, produces, and sells mechatronic products internationally.

M-tron Industries

Market Cap: US$129.0m

Designs, manufactures, and markets frequency and spectrum control products to control the frequency and timing of signals in electronic circuits in the United States and internationally.

Senstar Technologies

Market Cap: US$103.6m

Provides physical, video, and access control security products and solutions worldwide.

George Risk Industries

Market Cap: US$76.3m

Designs, manufactures, and sells various electronic components worldwide.

Optical Cable

Market Cap: US$48.6m

Manufactures and sells fiber optic and copper data communications cabling and connectivity solutions primarily for the enterprise market in the United States and internationally.

LGL Group

Market Cap: US$39.3m

Engages in the design, manufacture, and marketing of time and frequency instruments in the United States and internationally.

Cortelco Systems Puerto Rico

Market Cap: US$1.9m

Distributes telecommunication systems in Puerto Rico, the Dominican Republic, and the United States Virgin Islands.