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 3.5× larger than Super Micro by market cap; Super Micro trades at the lower P/E (14.8 vs 41.8); year to date, HPE leads (+102.1% vs −3.3%).
Side by side
| HPE | SMCI | |
|---|---|---|
| Market cap | $65.1B | $18.5B |
| Price | $48.54 | $28.31 |
| Today | −1.2% | +0.2% |
| Return YTD | +102.1% | −3.3% |
| Return 1Y | +128.0% | −43.8% |
| P/E | 41.8 | 14.8 |
| P/S | 1.7 | 0.5 |
| P/B | 2.6 | 2.4 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
HPEHPE
Hewlett Packard Enterprise builds supercomputers (Cray) and AI servers and has strengthened its networking arm with the acquisition of Juniper.
Full HPE 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 HPE and SMCI sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →