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DELL vs. SMCI: Dell vs. Super Micro Computer Stock Comparison

How do Dell (DELL) and Super Micro Computer (SMCI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Dell (DELL) and Super Micro Computer (SMCI) are both classified in the Technology Hardware, Storage & Peripherals sub-industry within the broader Technology Hardware, Storage & Peripherals industry, placing them in the closest GICS peer bucket.

Company profile comparison for Dell (DELL) and Super Micro Computer (SMCI)
Profile ItemDELLSMCI
NameDell Technologies Inc. Class C Common StockSuper Micro Computer Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupTechnology Hardware & EquipmentTechnology Hardware & Equipment
GICS IndustryTechnology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals
GICS Sub-IndustryTechnology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals
Market Capitalization208.88 billion USD18.96 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateAugust 17, 2016March 29, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

DELL
SMCI
GSPC
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Dell (DELL) vs. Super Micro Computer (SMCI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Dell (DELL) and Super Micro Computer (SMCI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Dell (DELL) and Super Micro Computer (SMCI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Dell (DELL) and Super Micro Computer (SMCI)
MetricDELLSMCI
Total Return (1Y)142.85%-26.81%
Total Return (3Y, Annualized)72.12%3.18%
Total Return (5Y, Annualized)47.28%45.36%

Risk Profile

Drawdown History

DELL
SMCI
GSPC
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Dell (DELL) vs. Super Micro Computer (SMCI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Dell (DELL) and Super Micro Computer (SMCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Dell (DELL) and Super Micro Computer (SMCI)
MetricDELLSMCI
Volatility (1Y, Annualized)80.23%93.09%
Beta (5Y)1.502.21
Max Drawdown (5Y)-59.59%-84.84%
Avg. Volume (3M)7.77M43.55M

Risk-Adjusted Performance

Risk-Return Positioning

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DELL and SMCI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Dell (DELL) and Super Micro Computer (SMCI)
MetricDELLSMCI
Sharpe Ratio (1Y)1.73-0.33
Sortino Ratio (1Y)3.00-0.48

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Super Micro Computer (SMCI) earns 32.37% on shareholders’ equity, ranked against its industry; Dell (DELL) has no ROE this period.

DELL

Technology Hardware & Equipment industry group

--

Max
42.47%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%
DELL
--

SMCI

Technology Hardware & Equipment industry group

32.37%

Max
42.47%
SMCI
32.37%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%
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Dell (DELL) vs. Super Micro Computer (SMCI): DELL does not report ROE, so it has no value marker; SMCI is benchmarked against the Technology Hardware & Equipment industry group.

Net Margin (TTM)

Both Dell (DELL) at 7.53% and Super Micro Computer (SMCI) at 6.77% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

DELL

Technology Hardware & Equipment industry group

7.53%

Max
27.60%
Q3
11.66%
DELL
7.53%
Median
4.08%
Q1
0.00%
Min
-11.02%

SMCI

Technology Hardware & Equipment industry group

6.77%

Max
27.60%
Q3
11.66%
SMCI
6.77%
Median
4.08%
Q1
0.00%
Min
-11.02%
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Dell (DELL) vs. Super Micro Computer (SMCI): A comparison of their net margin against the Technology Hardware & Equipment industry group benchmark.

Operating Margin (TTM)

Both Dell (DELL) at 12.02% and Super Micro Computer (SMCI) at 10.35% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

DELL

Technology Hardware & Equipment industry group

12.02%

Max
36.27%
Q3
18.36%
DELL
12.02%
Median
8.84%
Q1
1.46%
Min
-21.39%

SMCI

Technology Hardware & Equipment industry group

10.35%

Max
36.27%
Q3
18.36%
SMCI
10.35%
Median
8.84%
Q1
1.46%
Min
-21.39%
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Dell (DELL) vs. Super Micro Computer (SMCI): A comparison of their operating margin against the Technology Hardware & Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for Dell (DELL) and Super Micro Computer (SMCI)
MetricDELLSMCI
ROE (TTM)--32.37%
ROA (TTM)8.64%11.61%
Net Margin (TTM)7.53%6.77%
Operating Margin (TTM)12.02%10.35%
Gross Margin (TTM)19.91%11.67%

Growth

Revenue Growth

Super Micro Computer (SMCI) at 77.79% clears its industry range for revenue growth, far stronger top-line momentum than Dell (DELL) at 18.80%, which is closer to a typical peer reading.

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Dell (DELL) vs. Super Micro Computer (SMCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Super Micro Computer (SMCI) at 94.05% sits in the top EPS growth quartile, while Dell (DELL) at 36.05% is closer to the peer norm — faster per-share earnings growth for SMCI.

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Dell (DELL) vs. Super Micro Computer (SMCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Dell (DELL) and Super Micro Computer (SMCI)
MetricDELLSMCI
Revenue Growth (YoY)18.80%77.79%
Revenue Growth (3Y CAGR)3.54%76.34%
EPS Growth (YoY)36.05%94.05%
EPS Growth (3Y CAGR)38.89%41.82%

Financial Strength

Current Ratio (MRQ)

Super Micro Computer (SMCI) at 3.02 carries current ratio above its industry’s typical mid-range, while Dell (DELL) at 0.96 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

DELL

Technology Hardware & Equipment industry group

0.96

Max
5.34
Q3
3.02
Median
1.95
Q1
1.32
DELL
0.96
Min
0.17

SMCI

Technology Hardware & Equipment industry group

3.02

Max
5.34
SMCI
3.02
Q3
3.02
Median
1.95
Q1
1.32
Min
0.17
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Dell (DELL) vs. Super Micro Computer (SMCI): A comparison of their current ratio against the Technology Hardware & Equipment industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: Super Micro Computer (SMCI) carries debt-to-equity ratio of 0.57 against its industry range, while Dell (DELL) reports no figure this period.

DELL

Technology Hardware & Equipment industry group

--

Max
1.76
Q3
0.78
Median
0.24
Q1
0.04
Min
0.01
DELL
--

SMCI

Technology Hardware & Equipment industry group

0.57

Max
1.76
Q3
0.78
SMCI
0.57
Median
0.24
Q1
0.04
Min
0.01
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Dell (DELL) vs. Super Micro Computer (SMCI): DELL does not report debt-to-equity ratio, so it has no value marker; SMCI is benchmarked against the Technology Hardware & Equipment industry group.

Financial Strength Metrics

Financial strength metrics for Dell (DELL) and Super Micro Computer (SMCI)
MetricDELLSMCI
Current Ratio (MRQ)0.963.02
Debt / Equity (MRQ)--0.57
Net Debt / EBITDA1.340.50

Dividends

Dividend Yield (TTM)

Super Micro Computer (SMCI) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Dell (DELL) reports a yield of 0.73%, ranking against industry peers normally.

DELL

Technology Hardware & Equipment industry group

0.73%

DELL
0.73%
Max
0.73%
Q3
0.31%
Median
0.00%
Q1
0.00%
Min
0.00%

SMCI

Technology Hardware & Equipment industry group

0.00%

Max
0.73%
Q3
0.31%
SMCI
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Dell (DELL) vs. Super Micro Computer (SMCI): A comparison of their dividend yield against the Technology Hardware & Equipment industry group benchmark.

Dividend Payout Ratio (TTM)

Super Micro Computer (SMCI) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Dell (DELL) reports a payout of 13.43%, ranking against industry peers normally.

DELL

Technology Hardware & Equipment industry group

13.43%

Max
32.27%
Q3
14.48%
DELL
13.43%
Median
0.00%
Q1
0.00%
Min
0.00%

SMCI

Technology Hardware & Equipment industry group

0.00%

Max
32.27%
Q3
14.48%
SMCI
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Dell (DELL) vs. Super Micro Computer (SMCI): A comparison of their payout ratio against the Technology Hardware & Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for Dell (DELL) and Super Micro Computer (SMCI)
MetricDELLSMCI
Dividend Yield (TTM)0.73%0.00%
Dividend Payout Ratio (TTM)13.43%0.00%

Valuation

P/E Ratio (TTM)

Both Dell (DELL) at 19.10 and Super Micro Computer (SMCI) at 6.07 sit in the cheaper earnings-multiple quartile for P/E ratio, with the market paying less for a dollar of trailing earnings than it pays for typical peers.

DELL

Technology Hardware & Equipment industry group

19.10

Max
69.48
Q3
41.02
Median
26.39
Q1
19.36
DELL
19.10
Min
6.07

SMCI

Technology Hardware & Equipment industry group

6.07

Max
69.48
Q3
41.02
Median
26.39
Q1
19.36
SMCI
6.07
Min
6.07
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Dell (DELL) vs. Super Micro Computer (SMCI): A comparison of their P/E ratio against the Technology Hardware & Equipment industry group benchmark.

P/S Ratio (TTM)

Super Micro Computer (SMCI) at 0.35 sits in the cheaper P/S ratio quartile while Dell (DELL) at 1.38 prices around its industry’s middle — SMCI costs less per dollar of sales, though read it alongside growth and margins.

DELL

Technology Hardware & Equipment industry group

1.38

Max
11.30
Q3
5.82
Median
2.56
DELL
1.38
Q1
1.05
Min
0.00

SMCI

Technology Hardware & Equipment industry group

0.35

Max
11.30
Q3
5.82
Median
2.56
Q1
1.05
SMCI
0.35
Min
0.00
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Dell (DELL) vs. Super Micro Computer (SMCI): A comparison of their P/S ratio against the Technology Hardware & Equipment industry group benchmark.

P/B Ratio (MRQ)

Dell (DELL) reports a negative P/B ratio of -147.32, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Super Micro Computer (SMCI) reports 1.60, ranking against industry peers normally.

DELL

Technology Hardware & Equipment industry group

-147.32

Max
10.75
Q3
5.52
Median
3.17
Q1
1.79
Min
0.33
DELL
-147.32

SMCI

Technology Hardware & Equipment industry group

1.60

Max
10.75
Q3
5.52
Median
3.17
Q1
1.79
SMCI
1.60
Min
0.33
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Dell (DELL) vs. Super Micro Computer (SMCI): A comparison of their P/B ratio against the Technology Hardware & Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for Dell (DELL) and Super Micro Computer (SMCI)
MetricDELLSMCI
P/E Ratio (TTM)19.106.07
P/S Ratio (TTM)1.380.35
P/B Ratio (MRQ)-147.321.60
Free Cash Flow Yield (TTM)2.89%-42.54%