Both in Computer Hardware
Super Micro Computer vs Dell Technologies
Over the past year SMCI returned −27.8% and DELL returned +275.8%; their daily moves had a correlation of 0.49.
SMCI −27.8% DELL +275.8%Growth of $1, one year, split-adjusted
| Metric | SMCI | DELL |
|---|---|---|
| Price | $41.86 | $586.06 |
| Market cap | $27.50B | $372.62B |
| Today | −2.14% | +2.00% |
| 1 month | +12.0% | +15.7% |
| 6 months | +65.7% | +229.6% |
| Year to date | +43.0% | +365.6% |
| 1 year | −28.7% | +256.2% |
| Revenue growth (YoY) | +93.2% | +57.7% |
| Gross margin | 17.5% | 20.9% |
| Net margin | 10.3% | 8.8% |
| P/E (TTM) | 12.5× | 32.7× |
| Price / sales | 0.7× | 2.5× |
| Net cash | -$1.20B | -$22.90B |
| Dividend yield | — | 0.43% |
| Volatility (60d) | 82.6% | 73.9% |
| Short % of float | 14.8% | 4.9% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).