Dell Technologies vs Super Micro Computer: financial comparison

Compare Dell Technologies and Super Micro Computer side by side: valuation, margins, growth, cash and dividends, with the quarterly history of both. Yahoo Finance data, free and no sign-up.

Dell Technologies

DELL

551.13 USD

See the Dell Technologies breakdown →

Super Micro Computer

SMCI

41.52 USD

See the Super Micro Computer breakdown →

Dell Technologies vs Super Micro Computer: key metrics

	Dell TechnologiesUSD	Super Micro ComputerUSD
Valuation
Market cap	350.42 B USD	27.28 B USD
P/E (TTM)	32.08	12.74
Forward P/E	18.93	7.80
Price / Sales	2.32	0.70
EV / EBITDA	21.03	11.77
Price / Book	—	2.66
Margins & growth
Profit margin	+7.53%	+5.71%
Operating margin	+12.02%	+13.38%
Quarterly revenue (YoY)	+57.75%	—
Quarterly earnings (YoY)	+255.07%	—
Cash flow
FCF yield	+3.47%	-30.24%
Stock-based compensation	727.00 M USD	—
Balance
Cash	11.57 B USD	7.54 B USD
Debt	35.28 B USD	9.26 B USD
Net position	-23.71 B USD	-1.72 B USD
Dividend
Dividend yield	+0.46%	—
Payout ratio	+13.44%	0%

Each column shows figures in that company's reporting currency (shown in the header); they are not converted. Ratios and percentages are currency-independent.

Price, rebased to 100

Dell Technologies1047Super Micro Computer1113

P/E (TTM)

Dell Technologies32.0×Super Micro Computer13.0×

Both curves start at 100 on the same day, so this compares returns rather than prices. Each week's P/E is the price divided by the earnings per share already reported by that date; loss-making weeks are not drawn.

What analysts expect

Consensus revenue and earnings per share for the periods not yet reported.

Revenue forecast · Dell Technologies

ReportedEstimate

Consensus of 21 analysts for Q4 26 · +82.15% year on year

Revenue forecast · Super Micro Computer

ReportedEstimate

Consensus of 16 analysts for Q3 26 · +198.36% year on year

EPS forecast · Dell Technologies

ReportedEstimate

Consensus of 24 analysts for Q4 26 · +153.18% year on year · adjusted earnings

EPS forecast · Super Micro Computer

ReportedEstimate

Consensus of 17 analysts for Q3 26 · +196.3% year on year · adjusted earnings

Analyst consensus from Yahoo Finance. The dashed bar is the average and the whisker runs from the lowest analyst to the highest. On periods already reported, the green or red line marks what had been expected: below the bar means the company beat it. EPS is measured on an adjusted basis, which is what analysts forecast against and is not the accounting profit in the statements.