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 $271.37B, about 12.7x SMCI ($21.33B).
- Over the past year, DELL is up 267.2% and SMCI is down 17.4% - DELL leads by 284.5 points.
- DELL has been more active in the news (105 items in the past 4 weeks vs 27 for SMCI).
- Both have 25 recent analyst ratings on file.
- Company
- Dell Technologies Inc.
- Super Micro Computer Inc.
- Price
- $433.35+3.38%
- $33.80-4.68%
- Market cap
- $271.37B
- $21.33B
- 1M return
- +71.39%
- +1.05%
- 1Y return
- +267.18%
- -17.36%
- Industry
- Computer Manufacturing
- Computer Manufacturing
- Exchange
- NYSE
- NASDAQ
- IPO
- 2018
- 2020
- News (4w)
- 105
- 27
- 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
- The Dell AI Factory with NVIDIA Advances Supercomputing-Class Infrastructure Powering the Next Generation of HPC and AI
- Chief Human Resources Officer Saavedra Jennifer D. gifted 50 units of Class C Common Stock, decreasing direct ownership by 0.02% to 322,142 units (SEC Form 4)
- Chief Marketing Officer Tunnell Jane gifted 519 units of Class C Common Stock, decreasing direct ownership by 1% to 46,975 units (SEC Form 4)
- Director Slta Iv (Gp), L.L.C. disposed of 212,106 units of Class C Common Stock (SEC Form 4)
- Director Slta V (Gp), L.L.C. disposed of 212,106 units of Class C Common Stock (SEC Form 4)
- Dell Technologies Inc. filed SEC Form 8-K: Unregistered Sales of Equity Securities
- General Counsel & Secretary Rothberg Richard J sold $8,200,000 worth of Class C Common Stock (20,000 units at $410.00), decreasing direct ownership by 12% to 142,415 units (SEC Form 4)
- Chief Marketing Officer Tunnell Jane covered exercise/tax liability with 5,879 units of Class C Common Stock, decreasing direct ownership by 11% to 47,494 units (SEC Form 4)
- Dell Technologies Declares Quarterly Cash Dividend
- Director Silver Lake Technology Investors Iv, L.P. converted options into 766 units of Class C Common Stock and sold $307,983 worth of Class C Common Stock (764 units at $403.12) (SEC Form 4)
Latest SMCI
- Supermicro Broadens AI at the Edge Solutions Portfolio with Intel-Powered Platforms Optimized for Low-Latency Inference and Industrial Deployments
- SVP, Chief Business Officer Malyala Vikranth covered exercise/tax liability with 2,825 shares and converted options into 7,500 shares, increasing direct ownership by 13% to 39,535 units (SEC Form 4) (tax liability)
- SVP, Chief Financial Officer Weigand David E converted options into 5,000 shares and covered exercise/tax liability with 1,794 shares, increasing direct ownership by 3% to 121,125 units (SEC Form 4) to satisfy tax liability
- Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure
- SEC Form SCHEDULE 13G filed by Super Micro Computer Inc.
- AI Infrastructure Boom Creates Skyrocketing Demand for Automation, Robotics Solutions Across Industries
- SEC Form CERT filed by Super Micro Computer Inc.
- SEC Form 8-A12B filed by Super Micro Computer Inc.
- Super Micro Computer Inc. filed SEC Form 8-K: Material Modification to Rights of Security Holders, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
- SEC Form 4 filed by SVP, Chief Accounting Officer Cheung Kenneth