DELL vs SMCI
Dell Technologies Inc. (DELL) and Super Micro Computer, Inc. (SMCI) are both filed with the SEC under Electronic Computers. DELL is 14.0× SMCI's size by market cap ($323.0B against $23.1B); DELL trades at the higher fiscal-year P/E (54.4× against 22.9×); DELL reports the higher net margin (5.2% against 4.8%); SMCI grew sales faster over three years (+61.7% against +3.5%); and over the past year DELL returned +244.1% against SMCI's -15.7%.
| DELL | SMCI | |
|---|---|---|
| Last close | $456.24 | $37.08 |
| Market cap | $323.0B | $23.1B |
| P/E (FY) | 54.4× | 22.9× |
| P/S | 2.8× | 1.1× |
| EV/EBITDA | 30.7× | — |
| Gross margin | 20.0% | 11.1% |
| Operating margin | 7.2% | 5.7% |
| Net margin | 5.2% | 4.8% |
| Return on equity | — | 17.9% |
| Sales growth (3y) | +3.5% | +61.7% |
| EPS growth (3y) | +38.9% | +46.9% |
| Dividend yield | 0.5% | — |
| 1-year return | +244.1% | -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: DELL FY2026 (ended 2026-01-30); SMCI FY2025 (ended 2025-06-30). — 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 A ratio goes unpublished for more than one reason: a component the calculation needs is not on file, the filing does not tag the line it is read from, or the calculation is not defined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
| DELL | SMCI | |
|---|---|---|
| Institutional holders (13F) | 1,623 | 701 |
| Insider buyers − sellers (180d) | -5 | — |
| Congressional trades disclosed (180d) | 2 | 0 |
| Executive-branch officials on file — trades disclosed (180d) | 4 | 9 |
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.
DELL vs SMCI: common questions
- Is DELL bigger than SMCI?
- DELL carries the larger market cap — $323.0B against $23.1B, both struck on 2026-08-27.
- Which trades at a higher P/E, DELL or SMCI?
- DELL, at a fiscal-year 54.4× against 22.9× for SMCI. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
- How have DELL and SMCI performed over the past year?
- DELL returned +244.1% and SMCI -15.7%, measured on the trailing calendar year to the last close.
- How many institutions hold DELL and SMCI?
- 1,623 13F filers report a position in DELL and 701 in SMCI, on the latest quarter in the panel.
- Are DELL and SMCI in the same industry?
- Both are filed with the SEC under Electronic Computers, which is the classification this pairing is built on.
DELL overview → · SMCI overview → · DELL institutional ownership → · SMCI institutional ownership → · Congress and DELL → · Executive branch and DELL → · Executive branch and SMCI →
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Source: SPZCO — https://spzco.com/vs/dell-vs-smci