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 $260.33B, about 9.8x SMCI ($26.46B).
- Over the past year, DELL is up 250.5% and SMCI is up 2.0% - DELL leads by 248.5 points.
- DELL has been more active in the news (58 items in the past 4 weeks vs 12 for SMCI).
- Both have 25 recent analyst ratings on file.
- Company
- Dell Technologies Inc.
- Super Micro Computer Inc.
- Price
- $400.38+1.51%
- $43.98+5.62%
- Market cap
- $260.33B
- $26.46B
- 1M return
- +73.98%
- +30.76%
- 1Y return
- +250.53%
- +2.01%
- Industry
- Computer Manufacturing
- Computer Manufacturing
- Exchange
- NYSE
- NASDAQ
- IPO
- 2018
- 2020
- News (4w)
- 58
- 12
- 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 Silver Lake Technology Investors V, L.P. sold $276,382 worth of Class C Common Stock (651 units at $424.55) (SEC Form 4)
- Director Silver Lake Technology Investors V, L.P. converted options into 1,219 units of Class C Common Stock and sold $234,978 worth of Class C Common Stock (567 units at $414.42) (SEC Form 4)
- Director Silver Lake Technology Investors Iv, L.P. sold $614,753 worth of Class C Common Stock (1,448 units at $424.55) (SEC Form 4)
- Director Silver Lake Technology Investors Iv, L.P. converted options into 2,704 units of Class C Common Stock and sold $519,709 worth of Class C Common Stock (1,254 units at $414.44) (SEC Form 4)
- Director Sl Spv-2, L.P. sold $35,552,728 worth of Class C Common Stock (83,742 units at $424.55) and disposed of 22,545 units of Class C Common Stock (SEC Form 4)
- Director Sl Spv-2, L.P. converted options into 179,015 units of Class C Common Stock and sold $30,140,755 worth of Class C Common Stock (72,728 units at $414.43) (SEC Form 4)
- Director Silver Lake Partners V De (Aiv), L.P. sold $16,104,908 worth of Class C Common Stock (37,934 units at $424.55) and disposed of 94,207 units of Class C Common Stock (SEC Form 4)
- Director Silver Lake Partners V De (Aiv), L.P. converted options into 99,474 units of Class C Common Stock and sold $13,653,427 worth of Class C Common Stock (32,945 units at $414.43) (SEC Form 4)
- SEC Form 144 filed by Dell Technologies Inc.
- Director Silver Lake Partners Iv, L.P. gifted 14,968 units of Class C Common Stock, sold $38,338,634 worth of Class C Common Stock (90,304 units at $424.55) and disposed of 15,040 units of Class C Common Stock (SEC Form 4)
Latest SMCI
- SEC Form S-8 filed by Super Micro Computer Inc.
- Supermicro Collaborates with Arm to Deliver a New Class of Energy-Efficient Rack-Scale Infrastructure for Enterprise Agentic AI
- Supermicro Expands Rack-Scale AI Leadership with AMD Helios Platform, Accelerating Deployment and Operational Efficiency
- Supermicro Introduces DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVIDIA HGX™ Rubin NVL8, Built to Scale from 5MW to 1GW as an End-to-End Total Solution
- Supermicro Launches New Server Solutions with Intel Xeon 6+ Processors to Reduce TCO and Accelerate Time-to-Online for Large-Scale Cloud and Data Centers
- SEC Form SD filed by Super Micro Computer Inc.
- President and CEO Liang Charles gifted 340,000 shares (SEC Form 4)
- Director Liu Liang Chiu-Chu Sara gifted 340,000 shares (SEC Form 4)
- Supermicro Collaborates with Taiwanese Authorities to Prevent Illicit Diversion of Server Technology
- Supermicro and Verda Deliver Sustainable, Full-Stack AI Cloud Infrastructure for Next-Generation AI Workloads