Super Micro Computer (SMCI) Competitors

$782.70
+20.18 (+2.65%)
(As of 05/3/2024 ET)

SMCI vs. HPE, DELL, FTNT, MCHP, ADSK, TEAM, SNOW, TEL, DASH, and DDOG

Should you be buying Super Micro Computer stock or one of its competitors? The main competitors of Super Micro Computer include Hewlett Packard Enterprise (HPE), Dell Technologies (DELL), Fortinet (FTNT), Microchip Technology (MCHP), Autodesk (ADSK), Atlassian (TEAM), Snowflake (SNOW), TE Connectivity (TEL), DoorDash (DASH), and Datadog (DDOG). These companies are all part of the "computer and technology" sector.

Super Micro Computer vs.

Super Micro Computer (NASDAQ:SMCI) and Hewlett Packard Enterprise (NYSE:HPE) are both large-cap computer and technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, profitability, institutional ownership, risk, media sentiment, community ranking, dividends, valuation and earnings.

Hewlett Packard Enterprise received 748 more outperform votes than Super Micro Computer when rated by MarketBeat users. Likewise, 64.44% of users gave Hewlett Packard Enterprise an outperform vote while only 41.18% of users gave Super Micro Computer an outperform vote.

CompanyUnderperformOutperform
Super Micro ComputerOutperform Votes
35
41.18%
Underperform Votes
50
58.82%
Hewlett Packard EnterpriseOutperform Votes
783
64.44%
Underperform Votes
432
35.56%

84.1% of Super Micro Computer shares are owned by institutional investors. Comparatively, 80.8% of Hewlett Packard Enterprise shares are owned by institutional investors. 17.6% of Super Micro Computer shares are owned by insiders. Comparatively, 0.4% of Hewlett Packard Enterprise shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Super Micro Computer presently has a consensus target price of $954.38, suggesting a potential upside of 21.95%. Hewlett Packard Enterprise has a consensus target price of $17.91, suggesting a potential upside of 6.54%. Given Super Micro Computer's stronger consensus rating and higher probable upside, equities research analysts plainly believe Super Micro Computer is more favorable than Hewlett Packard Enterprise.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Super Micro Computer
1 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.57
Hewlett Packard Enterprise
0 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.30

Super Micro Computer has a net margin of 8.88% compared to Hewlett Packard Enterprise's net margin of 6.81%. Super Micro Computer's return on equity of 34.09% beat Hewlett Packard Enterprise's return on equity.

Company Net Margins Return on Equity Return on Assets
Super Micro Computer8.88% 34.09% 19.04%
Hewlett Packard Enterprise 6.81%9.12%3.36%

Hewlett Packard Enterprise has higher revenue and earnings than Super Micro Computer. Hewlett Packard Enterprise is trading at a lower price-to-earnings ratio than Super Micro Computer, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Super Micro Computer$7.12B6.16$640M$17.8444.01
Hewlett Packard Enterprise$29.14B0.75$2.03B$1.4511.61

In the previous week, Super Micro Computer had 80 more articles in the media than Hewlett Packard Enterprise. MarketBeat recorded 90 mentions for Super Micro Computer and 10 mentions for Hewlett Packard Enterprise. Super Micro Computer's average media sentiment score of 0.76 beat Hewlett Packard Enterprise's score of 0.22 indicating that Super Micro Computer is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Super Micro Computer
48 Very Positive mention(s)
1 Positive mention(s)
15 Neutral mention(s)
13 Negative mention(s)
0 Very Negative mention(s)
Positive
Hewlett Packard Enterprise
3 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Super Micro Computer has a beta of 1.34, meaning that its share price is 34% more volatile than the S&P 500. Comparatively, Hewlett Packard Enterprise has a beta of 1.2, meaning that its share price is 20% more volatile than the S&P 500.

Summary

Super Micro Computer beats Hewlett Packard Enterprise on 14 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SMCI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SMCI vs. The Competition

MetricSuper Micro ComputerElectronic computers IndustryComputer SectorNASDAQ Exchange
Market Cap$43.92B$376.66B$19.80B$7.71B
Dividend YieldN/A0.95%2.78%3.97%
P/E Ratio44.0124.14242.2716.59
Price / Sales6.163.39545.0090.88
Price / Cash59.2824.9727.8635.55
Price / Book8.629.716.534.37
Net Income$640M$12.63B$630.72M$214.22M
7 Day Performance-8.43%3.15%0.96%2.35%
1 Month Performance-22.68%-9.61%-1.38%-2.57%
1 Year Performance486.19%70.36%20.50%9.93%

Super Micro Computer Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HPE
Hewlett Packard Enterprise
4.5006 of 5 stars
$17.00
-1.0%
$17.91
+5.3%
+16.0%$22.10B$29.14B11.7262,000Options Volume
DELL
Dell Technologies
4.6676 of 5 stars
$124.64
-2.4%
$104.63
-16.1%
+175.8%$88.97B$88.43B28.52120,000
FTNT
Fortinet
4.674 of 5 stars
$63.18
-1.7%
$72.19
+14.3%
+6.1%$48.21B$5.30B43.5713,568Earnings Report
Analyst Report
Insider Selling
Short Interest ↑
News Coverage
Gap Down
MCHP
Microchip Technology
4.2935 of 5 stars
$91.98
-1.3%
$92.50
+0.6%
+17.5%$49.71B$8.44B21.4922,600Upcoming Earnings
Analyst Report
Gap Up
ADSK
Autodesk
4.9602 of 5 stars
$212.85
-1.8%
$272.44
+28.0%
+9.1%$45.53B$5.50B50.5613,700Analyst Downgrade
News Coverage
Gap Up
TEAM
Atlassian
4.3471 of 5 stars
$172.30
-2.7%
$223.22
+29.6%
+24.7%$44.70B$3.53B-273.496,433Insider Selling
SNOW
Snowflake
4.5139 of 5 stars
$155.16
-1.4%
$202.00
+30.2%
+8.9%$51.85B$2.81B-60.857,004Analyst Upgrade
Insider Selling
Gap Up
TEL
TE Connectivity
4.0969 of 5 stars
$141.47
-0.9%
$153.50
+8.5%
+14.2%$43.97B$16.03B12.9490,000Analyst Report
DASH
DoorDash
3.381 of 5 stars
$129.26
-2.2%
$130.92
+1.3%
+85.5%$52.22B$8.64B-90.3919,300Earnings Report
Analyst Report
Insider Selling
Analyst Revision
DDOG
Datadog
3.7707 of 5 stars
$125.50
-2.8%
$131.70
+4.9%
+95.9%$41.65B$2.13B1,045.835,200Upcoming Earnings
Short Interest ↑

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This page (NASDAQ:SMCI) was last updated on 5/3/2024 by MarketBeat.com Staff

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