DELL vs SMCI
DELL: A global technology leader providing essential hardware, software, and infrastructure solutions, currently benefiting from massive demand in AI-optimized servers. SMCI: Supermicro provides modular, application-optimized rack-scale AI and data center infrastructure solutions designed for rapid deployment and high energy efficiency.
Side-by-side fundamentals
| Metric | DELL | SMCI | Edge |
|---|---|---|---|
| Price as of 2026-10-20 close | $461.56 | $32.47 | |
| Market cap as of 2026-07-31 (share count; price 2026-10-20) | $295.4B | $21.3B | |
| P/E as of 2026-10-20 | 26.85 | 9.96 | SMCI lower |
| PEG as of 2026-10-20, 3-year EPS CAGR to FY2026 | 0.69 | 0.24 | SMCI lower |
| Net margin FY2026, SEC XBRL | +5.2% | +5.7% | SMCI higher |
| Gross margin FY2026, SEC XBRL | +20.0% | +10.8% | DELL higher |
| Operating margin FY2026, SEC XBRL | +7.2% | +7.1% | DELL higher |
| ROE FY2026, SEC XBRL | n/a | +15.4% | |
| ROA FY2026, SEC XBRL | +5.9% | +7.4% | SMCI higher |
| Revenue growth (YoY) FY2026, SEC XBRL | +18.8% | +77.8% | SMCI higher |
| Revenue CAGR (3y) SEC XBRL | +3.5% | +76.3% | SMCI higher |
| Dividend yield as of 2026-09-03 | +0.4% | n/a | |
| Dividend streak (yrs) SEC XBRL | 5 | 0 | DELL higher |
| Beta as of 2026-09-03 | 1.93 | 2.46 | |
| 1-year return as of 2026-10-20 close | +212.1% | -41.0% | DELL higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-20.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.