DELL vs SMCI
DELL and SMCI side by side — valuation & fundamentals (public data).
Key statistics
| Metric | DELLDell Technologies Inc. | SMCISuper Micro Computer, Inc. |
|---|---|---|
| Market cap | $271.34B | $21.65B |
| P/E (TTM) | 24.7 | 10.1 |
| P/B | — | 1.50 |
| P/S | 2.4x | 0.6x |
| Dividend yield | 0.54% | — |
| Revenue | $151.20B(TTM) | $39.06B(TTM) |
| Revenue growth (YoY) | 18.8% | 77.8% |
| Net income | $11.38B(TTM) | $2.23B(TTM) |
| Earnings growth (YoY) | 29.7% | 112.7% |
| EPS, diluted | $17.19(TTM) | $3.26(TTM) |
| EBIT margin | 7.2% | 7.1% |
| ROE | — | 15.4% |
| ROIC | 31.0% | 31.3% |
| Piotroski F | — | 2/9 |
| 1y total return | +164.6% | -34.6% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: DELL vs SMCI
| Metric | DELL | SMCI |
|---|---|---|
| End value | $203.1K | $210.5K |
| Total return | +1931.1% | +2005.4% |
| CAGR | +46.8% | +47.5% |
| Volatility | 49.8% | 79.6% |
| Sharpe | 0.93 | 0.82 |
| Sortino | 1.48 | 1.34 |
| Max drawdown | -59.6% | -84.8% |
Based on 1971 common trading days, 2018-12-28 → 2026-10-30 · risk-free 4.16% (current short-Treasury, held constant)
A head-to-head total-return backtest over real split- and dividend-adjusted prices: how a one-time $10,000 investment in each stock, held to today, would have grown over their common window — including reinvested dividends. A disclosed historical statistic — NOT a prediction, a guarantee, or investment advice. Past performance does not predict future results.
Related comparisons
Delayed data · Public sources · For reference only · Not investment advice (this page declares no winner)