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 14× larger than Super Micro by market cap; Super Micro trades at the lower P/E (12.3 vs 32.8); year to date, Dell Technologies leads (+356.4% vs +46.1%).
Side by side
| DELL | SMCI | |
|---|---|---|
| Market cap | $373B | $27.4B |
| Price | $586.06 | $41.86 |
| Today | +2.0% | −2.1% |
| Return YTD | +356.4% | +46.1% |
| Return 1Y | +249.2% | −27.1% |
| Since June 26, 2026 | +46.7% | +36.7% |
| P/E | 32.8 | 12.3 |
| P/S | 2.5 | 0.7 |
| P/B | 41.7 | 1.9 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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.