Sectivia

HPEvs.Super Micro

HPE 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.

HPE is about 3.1× larger than Super Micro by market cap; Super Micro trades at the lower P/E (20.4 vs 51.3); year to date, HPE leads (+118.3% vs +20.2%).

Side by side

HPESMCI
Market cap$79.8B$25.4B
Price$53.44$38.46
Today+1.9%+9.4%
Return YTD+118.3%+20.2%
Return 1Y+133.5%−19.8%
P/E51.320.4
P/S2.10.8
P/B3.23.4

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

HPEHPE

NYSE · USA

Cray supercomputers and ProLiant AI servers on one side; on the other, a networking business that grew considerably with the Juniper acquisition.

AI serversNetworking
Full HPE profile →

Super MicroSMCI

NASDAQ · USA

Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.

AI serversData center exposure
Full SMCI profile →

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