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 $287.09B, Supermicro $20.78B.
- One-year price return: Dell Technologies +198.4%, Supermicro −41.3%.
- Price / sales: Dell Technologies 1.9×, Supermicro 0.5×.
- Trailing P/E: Dell Technologies 26.3×, Supermicro 9.7×.
- Supermicro paid no dividend in the last twelve months.
Price return
2025-10-16 → 2026-10-16
DELL+198.4%
SMCI−41.3%
Profile
latestSector
Technology
Technology
Industry
Computer Hardware
Computer Hardware
Market value
$287.09B
$20.78B
Enterprise value
$309.99B
$24.15B
Employees
97,000
7,000
Revenue per employee (TTM)
$1.6M
$5.6M
Our models
nightlythe valuation on each stock's pagePrice vs model
42% overvalued vs model
—
Model range
$213–614
$0.00–0.00
Models in the headline
1
—
FCF growth priced in, at a 10% return
20.4%
—
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 2026-10-16Last close
$451.54
$31.63
52-week high
$588.40
$55.04
52-week low
$111.07
$20.53
Price vs 52-week high
−23.3%
−42.5%
Price vs 52-week low
+306.5%
+54.1%
Average daily volume / shares
1.1%
7.2%
Beta
1.44
2.01
Returns
to 2026-10-161 month
−19.8%
−14.2%
3 months
+15.4%
+28.2%
6 months
+133.8%
+11.4%
Year to date
+258.7%
+8.1%
1 year
+198.4%
−41.3%
1 year, dividends added
+199.9%
−41.3%
2 years
+256.3%
−35.1%
Valuation
DELL price × TTM to Jul 2026 · SMCI price × FY2026P/E (TTM)
26.3×
9.7×
P/E on consensus EPS (next FY)
17.4×
7.3×
Price / sales
1.9×
0.5×
EV / sales
2.1×
0.6×
EV / EBITDA
—
8.6×
Price / book
—
2.7×
Price / free cash flow (FY)
33.6×
n/m
Free-cash-flow yield (FY)
3.0%
−33.6%
Growth
TTM and FY2026Revenue growth (TTM)
—
+15.9%
Revenue growth, consensus next FY
+71.4%
+71.8%
Revenue, 3-year CAGR
3.5%
76.3%
Revenue, 5-year CAGR
5.5%
61.5%
EPS growth (TTM)
—
+70.7%
EPS growth, consensus next FY
+198.3%
+33.1%
EPS, 3-year CAGR
38.9%
41.8%
Free cash flow, 3-year CAGR
147.8%
—
Diluted shares, 3-year change
−9.2%
+24.6%
Profitability
DELL TTM to Jul 2026 · SMCI FY2026Gross margin (FY)†
20.0%
10.8%
Operating margin
9.6%
7.1%
EBITDA margin
—
7.2%
Net margin
7.5%
5.7%
Free-cash-flow margin (FY)
7.5%
−17.8%
Return on equity
—
29.4%
Return on assets
8.9%
9.5%
Asset turnover
1.19
1.67
† 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 Mar 2026Cash
$11.57B
$1.29B
Total debt
$34.47B
$4.66B
Net debt
$22.90B
$3.37B
Debt / equity
—
0.6×
Net debt / EBITDA (TTM)
—
1.2×
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
$2.31
$0.00
Payout ratio (of TTM EPS)
13.4%
—
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)
$16.0M
$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
—
$2.82B
Operating income
$14.55B
$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
—
Statements from the companies' SEC filings; 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.