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 15× larger than Super Micro by market cap; Super Micro trades at the lower P/E (14.8 vs 33.8); year to date, Dell Technologies leads (+245.5% vs −3.3%).
Side by side
| DELL | SMCI | |
|---|---|---|
| Market cap | $284B | $18.5B |
| Price | $434.97 | $28.31 |
| Today | −3.4% | +0.2% |
| Return YTD | +245.5% | −3.3% |
| Return 1Y | +240.1% | −43.8% |
| P/E | 33.8 | 14.8 |
| P/S | 2.1 | 0.5 |
| P/B | 31.8 | 2.4 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
Dell TechnologiesDELL
One of the world's largest server and PC manufacturers with a rapidly growing order book for AI servers serving enterprises and AI cloud customers.
Full DELL profile →Super MicroSMCI
Fast-growing AI server manufacturer focused on liquid cooling and short lead times from new GPU to finished rack.
Full SMCI profile →More comparisons in Data centers
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 →