Super Micro Computer, Inc.
—- Market cap
- $26.45B
- Debt
- —
- Cash
- −$7.52B
Complete market value, debt and cash evidence is required for enterprise value.
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: SMCI stock price at discount vs DELL $40.26 current versus $200.51 implied using P/E multiple.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at DELL's multiple
Implied fair value · at SMCI's multiple
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Reported gross margin
Operating income + D&A
Lower is better
Lower P/E
Lower leverage
Statements
Annual statements in reported currencies, with calculations and source evidence.
Values retain reported currencies and share bases. Select a figure to inspect its period, calculation and filing inputs. Differences require compatible units and periods.
Explore enterprise value and market valuation multiples in the valuation sections.
Trendline
Eight period-end years of reported revenue, earnings, and margins. Periods and currencies are shown with the data.
Price framework
USD market cap plus reported borrowing debt, less cash and equivalents. This EV proxy excludes investments, preferred stock and noncontrolling-interest adjustments.
Complete market value, debt and cash evidence is required for enterprise value.
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
Super Micro Computer, Inc. · implied price per share
Latest annual free cash flow must be positive to qualify the filing-backed baseline.
Dell Technologies Inc. · implied price per share
Bear
$107.69
Base
$128.82
Bull
$157.32
Balance sheet health
Inspect reported liquidity and leverage alongside historical financial-health checks.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
Capital structure 92% equity / 8% debt · EV / Revenue 3.19x · EV proxy / EBITDA proxy 32.35x
Cash excludes investments. EBITDA is an operating-income-plus-D&A proxy. Missing borrowing categories remain unavailable; select a value to inspect its inputs.
ADVANCED MICRO DEVICES INC
SMCI vs AMD
LLM-powered synthesis
An explanation of the financial evidence. Check its snapshot date against the figures above.
This explanation uses an earlier data snapshot or evidence version. Review its generation date and the current figures, or refresh after signing in.
If you believe SMCI can sustain its 46.6% revenue growth while narrowing the margin gap versus DELL, then SMCI looks attractive relative to DELL because it already trades at lower P/E, P/S, and EV/Revenue multiples despite faster growth.
SMCI appears undervalued versus DELL on the stated relative valuation framework, with a current price of $46.09 versus an implied P/E price of $81.47, suggesting 76.8% upside. However, DELL-implied range is wide and SMCI’s own historical band already brackets the current price, which makes the valuation signal less clean than the headline upside implies.
Supporting Metrics