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AAPL vs SMCI

Apple Inc. (AAPL) and Super Micro Computer, Inc. (SMCI) are both filed with the SEC under Electronic Computers. AAPL is 198.5× SMCI's size by market cap ($4.59T against $23.1B); AAPL trades at the higher fiscal-year P/E (42.2× against 22.9×); AAPL reports the higher net margin (26.9% against 4.8%); SMCI grew sales faster over three years (+61.7% against +1.8%); and over the past year AAPL returned +37.9% against SMCI's -15.7%.

AAPLSMCI
Last close$319.70$37.08
Market cap$4.59T$23.1B
P/E (FY)42.2×22.9×
P/S11.0×1.1×
EV/EBITDA32.0×
Gross margin46.9%11.1%
Operating margin32.0%5.7%
Net margin26.9%4.8%
Return on equity171.4%17.9%
Sales growth (3y)+1.8%+61.7%
EPS growth (3y)+6.9%+46.9%
Dividend yield0.3%
1-year return+37.9%-15.7%

Screener snapshot — prices as of 2026-08-28. Each side's last close is the most recent session the snapshot holds for that company, which can be an earlier one, and its 1-year return is measured to that close. Market caps struck on 2026-08-27. Last close, market cap and the 1-year return are price figures; every other row is computed over the company's latest filed fiscal year, and the two differ: AAPL FY2025 (ended 2025-09-27); SMCI FY2025 (ended 2025-06-30). A return on equity past ±100% — AAPL at 171.4% — divides earnings by an average filed equity base smaller in magnitude than the earnings themselves; the two columns are not on one scale. — not published for this company. A ratio goes unpublished for more than one reason: a component the calculation needs is not on file, the filing does not tag the line it is read from, or the calculation is not defined on the filed basis — EV/EBITDA is not printed on non-positive EBITDA, and return on equity is not computed on a zero or negative equity base.

Who holds them, and who has traded them

AAPLSMCI
Institutional holders (13F)6,015701
Insider buyers − sellers (180d)-5
Congressional trades disclosed (180d)190
Executive-branch officials on file — trades disclosed (180d)189

Counts only. The congressional figures count transactions dated in the trailing 180 days and disclosed in STOCK Act periodic transaction reports; amounts are filed as ranges and are never summed. The executive-branch figures count the same window of transactions, and they are scoped to one roster. The officials OGE posts for direct download. Insider buyers − sellers counts distinct people filing open-market Form 4 purchases minus distinct people filing open-market sales over the trailing 180 days, capped at ±5. — no open-market Form 4 purchases or sales in the window.

AAPL vs SMCI: common questions

Is AAPL bigger than SMCI?
AAPL carries the larger market cap — $4.59T against $23.1B, both struck on 2026-08-27.
Which trades at a higher P/E, AAPL or SMCI?
AAPL, at a fiscal-year 42.2× against 22.9× for SMCI. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
How have AAPL and SMCI performed over the past year?
AAPL returned +37.9% and SMCI -15.7%, measured on the trailing calendar year to the last close.
How many institutions hold AAPL and SMCI?
6,015 13F filers report a position in AAPL and 701 in SMCI, on the latest quarter in the panel.
Are AAPL and SMCI in the same industry?
Both are filed with the SEC under Electronic Computers, which is the classification this pairing is built on.

AAPL overview · SMCI overview · AAPL institutional ownership · SMCI institutional ownership · Congress and AAPL · Executive branch and AAPL · Executive branch and SMCI

More in Electronic Computers: AAPL vs DELL · DELL vs SMCI

Stock comparisons lists every pair this site publishes.

Source: SPZCO — https://spzco.com/vs/aapl-vs-smci