Compare · DELL vs SMCI
DELL vs SMCI
Side-by-side comparison of Dell Technologies Inc. (DELL) and Super Micro Computer Inc. (SMCI): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both DELL and SMCI operate in Computer Manufacturing (Technology), so they compete in similar markets.
- DELL is the larger of the two at $340.81B, about 12.5x SMCI ($27.27B).
- DELL has been more active in the news (101 items in the past 4 weeks vs 7 for SMCI).
- Both have 25 recent analyst ratings on file.
- Company
- Dell Technologies Inc.
- Super Micro Computer Inc.
- Price
- $563.28+5.04%
- $43.26+4.23%
- Market cap
- $340.81B
- $27.27B
- 1M return
- -
- +15.61%
- 1Y return
- -
- -5.64%
- Industry
- Computer Manufacturing
- Computer Manufacturing
- Exchange
- NYSE
- NASDAQ
- IPO
- 2018
- 2020
- News (4w)
- 101
- 7
- Recent ratings
- 25
- 25
Dell Technologies Inc.
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports Information technology solutions, products, and services worldwide. It operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment provides traditional and next-generation storage solutions; and rack, blade, tower, and hyperscale servers. This segment also offers networking products and services that help its business customers to transform and modernize their infrastructure, mobilize and enrich end-user experiences, and accelerate business applications and processes; attached software and peripherals; and support and deployment, configuration, and extended warranty services. The CSG segment provides desktops, workstations, and notebooks; displays and projectors; attached and third-party software and peripherals, as well as support and deployment, configuration, and extended warranty services. The VMware segment supports and addresses various IT priorities of customers, including accelerating their cloud journey, migrating and modernizing their applications, empowering digital workspaces, transforming networking, and embracing intrinsic security. It enables its customers to digitally transform their operations as they ready their applications, infrastructure, and employees for constantly evolving business needs. This segment also offers cloud-native platform that makes software development and IT operations a strategic advantage for customers. The company also provides information security; cloud software and infrastructure-as-a-service solutions that enable customers to migrate, run, and manage mission-critical applications in cloud-based IT environments; cloud-based integration services; and financial services. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.
Super Micro Computer Inc.
Super Micro Computer, Inc., together with its subsidiaries, develops and manufactures high-performance server and storage solutions based on modular and open architecture. Its solutions range from complete server, storage, modular blade servers, blades, workstations, full racks, networking devices, server management software, and server sub-systems, as well as support and services. The company also provides a range of application-optimized server solutions, including rackmount and blade servers, storage systems, and subsystems and accessories; and server software management solutions, such as Server Management Suite, including Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, and SuperDoctor 5. In addition, it offers server subsystems and accessories comprising server boards, chassis, power supplies, and other accessories. Further, the company provides server and storage system integration, configuration, and software upgrade and update services; and technical documentation services, as well as identifies service requirements, creates and executes project plans, and conducts verification testing and training services. Additionally, it offers help desk and on-site product support services for its server and storage systems; and customer support services, including ongoing maintenance and technical support for its products. The company provides its products to enterprise data centers, cloud computing, artificial intelligence, and 5G and edge computing markets. It sells its products through direct sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. The company has operations primarily in the United States, Europe, Asia, and internationally. Super Micro Computer, Inc. was founded in 1993 and is headquartered in San Jose, California.
Latest DELL
- Director Durban Egon sold $1,014,540 worth of Class C Common Stock (1,850 units at $548.40), decreasing direct ownership by 0.13% to 1,405,236 units (SEC Form 4)
- Director Radakovich Lynn Vojvodich exercised 2,022 units of Class C Common Stock at a strike of $31.14 and sold $1,142,996 worth of Class C Common Stock (2,022 units at $565.28) as part of a pre-agreed trading plan (SEC Form 4)
- Director Sl Spv-2, L.P. disposed of 114,714 units of Class C Common Stock (SEC Form 4)
- Director Silver Lake Partners V De (Aiv), L.P. disposed of 59,331 units of Class C Common Stock (SEC Form 4)
- Director Silver Lake Partners Iv, L.P. disposed of 101,327 units of Class C Common Stock and sold $4,554,738 worth of Class C Common Stock (7,994 units at $569.77) (SEC Form 4)
- SEC Form 144 filed by Dell Technologies Inc.
- SEC Form 144 filed by Dell Technologies Inc.
- Director Silver Lake Technology Investors Iv, L.P. converted options into 1,037 units of Class C Common Stock and sold $607,010 worth of Class C Common Stock (1,036 units at $585.92) (SEC Form 4)
- Director Silver Lake Technology Investors V, L.P. converted options into 468 units of Class C Common Stock and sold $274,200 worth of Class C Common Stock (468 units at $585.90) (SEC Form 4)
- Director Sl Spv-2, L.P. converted options into 68,637 units of Class C Common Stock and sold $27,099,870 worth of Class C Common Stock (46,253 units at $585.91) (SEC Form 4)
Latest SMCI
- Supermicro Now Shipping NVIDIA Vera Rubin NVL72 Racks
- President and CEO Liang Charles sold $7,718,584 worth of shares (200,000 units at $38.59) as part of a pre-agreed trading plan (SEC Form 4)
- Director Liu Liang Chiu-Chu Sara sold $7,718,584 worth of shares (200,000 units at $38.59) as part of a pre-agreed trading plan, decreasing direct ownership by 31% to 437,506 units (SEC Form 4)
- SEC Form 4 filed by SVP, Chief Financial Officer Weigand David E
- SEC Form 4 filed by SVP, Chief Business Officer Malyala Vikranth
- SEC Form 4 filed by Sr. Corporate VP, Engineering Xiao Jin
- SEC Form 10-K filed by Super Micro Computer Inc.
- How Power Constraints Are Shaping the Future of AI Data Center Growth
- Supermicro Announces Completion of Independent Investigation and Continued Enhancement of Export Compliance Program
- Sr. Corporate VP, Engineering Xiao Jin converted options into 4,000 shares and covered exercise/tax liability with 1,436 shares, increasing direct ownership by 1% to 194,586 units (SEC Form 4) to satisfy tax liability