Dell Technologiesvs.Super Micro
DELL vs SMCI · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Dell Technologies is about 13× larger than Super Micro by market cap; Super Micro trades at the lower P/E (20.4 vs 38.1); year to date, Dell Technologies leads (+244.1% vs +20.2%).
Side by side
| DELL | SMCI | |
|---|---|---|
| Market cap | $320B | $25.4B |
| Price | $451.50 | $38.46 |
| Today | +4.2% | +9.4% |
| Return YTD | +244.1% | +20.2% |
| Return 1Y | +231.1% | −19.8% |
| P/E | 38.1 | 20.4 |
| P/S | 2.4 | 0.8 |
| P/B | 35.8 | 3.4 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Dell TechnologiesDELL
Dell's AI server backlog has grown quickly, sold to enterprises and cloud operators alike, on top of a long-standing PC and storage business.
Full DELL profile →Super MicroSMCI
Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.
Full SMCI profile →More DELL & SMCI comparisons
Other head-to-heads in the Data centers segment.
See where DELL and SMCI sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →