DELL vs SMCI
Dell Technologies (DELL) and Supermicro (SMCI) compared side by side. Dell Technologies (DELL) is larger, with a market cap of $290.2B versus $21.6B for Supermicro, about 13.4 times the size. On trailing earnings, SMCI is cheaper at 10.1x versus 26.5x for DELL.
Head to head
| Metric | DELL | SMCI |
|---|---|---|
| Market cap | $290.2B | $21.6B |
| P/E (TTM) | 26.5x | 10.1x |
| Forward P/E | 15.3x | 5.9x |
| Revenue (TTM) | $151.2B | $39.1B |
| Revenue growth | 57.7% | 93.2% |
| Gross margin | 19.9% | 10.8% |
| Operating margin | 12.0% | 13.4% |
| Free cash flow | $8.6B | -$7.0B |
| Dividend yield | 0.55% | None |
| 1-year return | +199.1% | -31.3% |
| 5-year return (annual) | +54.0% | +56.3% |
| Max drawdown | -60% | -85% |
| FI Handbook grade | B- | C |
Highlighted: the stronger figure on metrics where higher or lower is clearly better.
Growth of $10,000 (5 years, price only)
DELL vs SMCI FAQ
Which is bigger, DELL or SMCI?
Dell Technologies (DELL) is larger, with a market cap of $290.2B versus $21.6B for Supermicro, about 13.4 times the size.
Is DELL or SMCI cheaper?
On trailing earnings, SMCI is cheaper at 10.1x versus 26.5x for DELL. A lower P/E can reflect slower expected growth, so compare growth and margins too.
Which stock performed better over the past year, DELL or SMCI?
DELL returned +199.1% over the past year including dividends, versus -31.3% for SMCI, through October 23, 2026.
Which pays a higher dividend, DELL or SMCI?
DELL yields 0.55%; SMCI does not pay a dividend.
Full pages: Dell Technologies · Supermicro