Stock Comparison

DELL vs SMCI

Dell Technologies Inc vs Super Micro Computer Inc

The Verdict

SMCI takes this one.

DELL

Dell Technologies Inc

4.5

out of 10

Proceed with Caution

Winner

SMCI

Super Micro Computer Inc

4.7

out of 10

Proceed with Caution

Head-to-Head

$249.1B

Market Cap

$26.5B

29.6

P/E Ratio

21.2

6.3%

Profit Margin

3.7%

130.7%

Return on Equity

18.2%

13.3

Debt-to-Equity

0.8

Moderate

Overall Risk

Aggressive

4.5

DVR Score

4.7

The Deep Dive

DELL4.5/10

Dell Technologies' latest Q1 fiscal 2027 earnings report reveals exceptional performance, with record revenue up 88% YoY and EPS up 282% YoY, driven by strong execution in the burgeoning AI infrastructure market, specifically its Dell AI Data Platform with NVIDIA. This demonstrates robust strategic positioning and significant market opportunity. However, despite these strengths, its substantial ma...

Full DELL Analysis

SMCI4.7/10

Score Change Explanation: SMCI's score has increased significantly from 2.5/10 (25/100) due to a material re-evaluation of its Q3 FY2026 earnings. The previous analysis referenced a 'significant Q3 2026 revenue miss of $2.19 billion,' which is not supported by current intelligence. The most recent data confirms Q3 FY2026 revenue of $10.24 billion, with management stating sales 'more than doubled y...

Full SMCI Analysis

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Not Financial Advice

This comparison is for educational purposes only. We are not financial advisors. Always do your own research and consult a qualified advisor before investing.