Dell Technologies (DELL) vs Super Micro Computer (SMCI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Dell Technologies (DELL) has outperformed Super Micro Computer (SMCI) over the past year, gaining 249.2% versus a loss of 18.4%. Over five years, SMCI leads with a +1168.1% price change compared with +952.4% for DELL. Dell Technologies is the larger company by market cap ($365.31 billion vs $28.10 billion), about 13.0 times the size, while Super Micro Computer is growing revenue faster (+77.8% vs +18.8%).
On valuation, Super Micro Computer trades at a lower forward P/E (8.0x vs 19.7x for Dell Technologies). Dell Technologies pays a dividend yielding 0.40%, while Super Micro Computer does not currently pay one. Super Micro Computer converts more of its revenue into profit, with a net margin of 5.7% versus 5.2%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | DELL | SMCI |
|---|---|---|
| Share price | $574.55 | $42.77 |
| Market cap | $365.31B | $28.10B |
| 1-day change | -0.76% | -4.83% |
| YTD return | +356.43% | +53.54% |
| 1-year return | +249.21% | -18.39% |
| 5-year return | +952.44% | +1168.06% |
| P/E ratio (TTM) | 33.40 | 13.12 |
| Forward P/E | 19.73 | 8.03 |
| EPS (TTM) | $17.20 | $3.26 |
| Dividend yield | 0.40% | 0.00% |
| Annual dividend | $2.31 | $0.00 |
| Revenue (latest FY) | $113.54B | $39.06B |
| Revenue growth (YoY) | +18.80% | +77.79% |
| Net income (latest FY) | $5.94B | $2.23B |
| Gross margin | 20.00% | 10.82% |
| Operating margin | 7.18% | 7.09% |
| Net margin | 5.23% | 5.71% |
| 52-week high | $595.51 | $58.51 |
| 52-week low | $110.22 | $19.48 |
| Distance from 52-week high | -3.52% | -26.90% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +1.99% | -2.10% |
| Average volume | 7.47M | 44.44M |
| Shares outstanding | 315.43M | 656.97M |
| Employees | 97,000 | 7,000 |
| Sector | Technology | Technology |
| Industry | Computer Manufacturing | Computer Manufacturing |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Dell Technologies is about 13.0 times larger than Super Micro Computer by market value ($365.31B vs $28.10B).
- DELL has outperformed SMCI by 267.6 percentage points over the past year.
- Dell Technologies trades at a higher earnings multiple (33.4x vs 13.1x trailing P/E).
- Super Micro Computer grew revenue faster in its latest fiscal year (+77.79% vs +18.80%).
About Dell Technologies
DELL stock →Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.
Technology · Computer Manufacturing · 97,000 employees
About Super Micro Computer
SMCI stock →Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company offers liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems.
Technology · Computer Manufacturing · 7,000 employees
DELL vs SMCI FAQ
Which is bigger, Dell Technologies or Super Micro Computer?
Dell Technologies (DELL) is larger, with a market capitalization of $365.31B compared with $28.10B for Super Micro Computer (SMCI).
Which stock has performed better over the past year, DELL or SMCI?
DELL returned +249.21% over the past 12 months, compared with -18.39% for SMCI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, DELL or SMCI?
SMCI has the lower trailing P/E at 13.1, versus 33.4 for DELL. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Dell Technologies or Super Micro Computer?
Dell Technologies pays a dividend yielding 0.40%, while Super Micro Computer does not currently pay a regular dividend.
Are Dell Technologies and Super Micro Computer in the same industry?
Yes. Both are classified in the Computer Manufacturing industry within the Technology sector.