Dell Technologies vs Supermicro DELL vs SMCI
Dell Technologies and Supermicro on one sheet: valuation multiples, growth, margins, debt, dividends and returns, each section labelled with the period it covers, from the companies' filings. Add or remove a stock above the sheet; the link holds the set.
What differs most
- Market value: Dell Technologies $297.08B, Supermicro $21.48B.
- One-year price return: Dell Technologies +194.5%, Supermicro −32.3%.
- Price / sales: Dell Technologies 2.0×, Supermicro 0.5×.
- Trailing P/E: Dell Technologies 27.2×, Supermicro 10.0×.
- Supermicro paid no dividend in the last twelve months.
Price return
2025-10-26 → 2026-10-26
DELL+194.5%
SMCI−32.3%
Profile
latestSector
Technology
Technology
Industry
Computer Hardware
Computer Hardware
Market value
$297.08B
$21.48B
Enterprise value
$319.97B
$20.64B
Employees
97,000
7,000
Revenue per employee (TTM)
$1.6M
$5.6M
Our models
nightlythe valuation on each stock's pagePrice vs model
30% overvalued vs model
—
Model range
$249–674
$0.00–0.00
Models in the headline
1
—
FCF growth priced in, at a 10% return
21.0%
—
Every model, its assumptions and its range: DELL valuation · SMCI valuation. The growth priced in, at any return: DELL reverse DCF · SMCI reverse DCF.
Trading
close 2026-10-26Last close
$467.24
$32.69
52-week high
$588.40
$52.69
52-week low
$111.07
$20.53
Price vs 52-week high
−20.6%
−38.0%
Price vs 52-week low
+320.7%
+59.2%
Average daily volume / shares
1.1%
6.5%
Beta
1.44
2.01
Returns
to 2026-10-261 month
−17.0%
−24.4%
3 months
+6.8%
+8.6%
6 months
+116.2%
+12.4%
Year to date
+271.2%
+11.7%
1 year
+194.5%
−32.3%
1 year, dividends added
+196.1%
−32.3%
2 years
+281.3%
−30.8%
Valuation
DELL price × TTM to Jul 2026 · SMCI price × FY2026P/E (TTM)
27.2×
10.0×
P/E on consensus EPS (next FY)
18.0×
7.0×
Price / sales
2.0×
0.5×
EV / sales
2.1×
0.5×
EV / EBITDA
17.4×
6.7×
Price / book
—
1.5×
Price / free cash flow (FY)
34.7×
n/m
Free-cash-flow yield (FY)
2.9%
−32.5%
Growth
TTM and FY2026Revenue growth (TTM)
—
+15.9%
Revenue growth, consensus next FY
+71.4%
+79.2%
Revenue, 3-year CAGR
3.5%
76.3%
Revenue, 5-year CAGR
5.5%
49.7%
EPS growth (TTM)
—
+34.7%
EPS growth, consensus next FY
+198.5%
+43.2%
EPS, 3-year CAGR
38.9%
17.5%
Free cash flow, 3-year CAGR
147.8%
—
Diluted shares, 3-year change
−9.2%
+15.8%
Profitability
DELL TTM to Jul 2026 · SMCI FY2026Gross margin (FY)†
20.0%
10.8%
Operating margin
9.6%
7.1%
EBITDA margin
12.2%
7.9%
Net margin
7.5%
5.7%
Free-cash-flow margin (FY)
7.5%
−17.8%
Return on equity
—
15.4%
Return on assets
8.9%
7.4%
Asset turnover
1.19
1.30
† Gross margin (FY): As filed. Companies draw the cost-of-revenue line in different places, so gross margins of two companies in one industry can differ for that reason alone; operating margin does not depend on where the line is drawn.
Balance sheet
DELL MRQ Jul 2026 · SMCI MRQ Jun 2026Cash
$11.57B
$7.52B
Total debt
$34.47B
$6.68B
Net debt
$22.90B
−$841.0M
Debt / equity
—
0.5×
Net debt / EBITDA (TTM)
1.2×
-0.3×
Interest coverage (FY)
5.4×
14.2×
Current ratio (FY)
0.91
3.87
Dividends
trailing 12 monthsDividend yield
0.5%
0.0%
Dividends per share
$2.42
$0.00
Payout ratio (of TTM EPS)
14.0%
—
Dividend per share, 5-year CAGR
—
—
Frequency
Quarterly
—
Ownership and activity
last 90 days · latest 13FTracked superinvestors holding (13F)
4
1
Insider open-market buys (Form 4)
$0
$0
Insider sales (Form 4)
$11.1M
$24.4M
Analyst upgrades
0
0
Analyst downgrades
2
0
Statements
DELL income TTM to Jul 2026 · cash flow FY2026 · SMCI income FY2026 · cash flow FY2026Revenue
$151.20B
$39.06B
EBITDA
$18.39B
$3.07B
Operating income
$14.57B
$2.77B
Net income
$11.38B
$2.23B
EPS (diluted)
$17.19
$3.26
Operating cash flow
$11.19B
−$6.81B
Capital expenditure
−$2.63B
−$162.0M
Free cash flow
$8.55B
−$6.97B
Dividends paid
$1.46B
$0
Statements, prices, dividends and consensus estimates from Financial Modeling Prep; insider trades from Form 4 and holdings from 13F. Refreshed nightly. A comparison of filed numbers, not a recommendation to buy, sell or hold any security.