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 (12.3 vs 34.6); year to date, HPE leads (+195.6% vs +46.1%).
Side by side
| HPE | SMCI | |
|---|---|---|
| Market cap | $96.7B | $27.4B |
| Price | $73.46 | $41.86 |
| Today | +3.5% | −2.1% |
| Return YTD | +195.6% | +46.1% |
| Return 1Y | +172.2% | −27.1% |
| Since June 26, 2026 | +68.1% | +36.7% |
| P/E | 34.6 | 12.3 |
| P/S | 2.3 | 0.7 |
| P/B | 3.6 | 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
HPEHPE
Cray supercomputers and ProLiant AI servers on one side; on the other, a networking business that grew considerably with the Juniper acquisition.
Full HPE profile →Super MicroSMCI
Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.
Full SMCI profile →More HPE & SMCI comparisons
Other head-to-heads in the Data centers segment.