DELL compared with SMCI: revenue, margins and what each company keeps, and the suppliers and customers both name

DELLDell Technologies Inc.

Mkt capRevenueRevenue

SMCISuper Micro Computer, Inc.

Mkt capRevenueRevenue

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DELLDell Technologies Inc.

SMCISuper Micro Computer, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Co-movers

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Co-movers

daily closes · 500dMethod ›

Moved together

DELLwithSMCI

×0.69co-movement · SMCI on DELL · 500d

r 0.44scale to r 0.75

Shared co-movers3with DELLwith SMCI

AMDAdvanced Micro Devices Incr 0.47r 0.47

LRCXLAM Research Corpr 0.45r 0.41

ETNEaton Corp plcr 0.47r 0.40

DELL, solidSMCI, hatched× = co-movement · βr = correlationBar = r to r 0.75Order: weaker of A and BSource: daily closes

DELLDell Technologies Inc.

420.06▼−11.66%· post 424.17

Mkt cap$269.8BRevenue$47.0BQ2 FY27Revenue$114BFY26

SMCISuper Micro Computer, Inc.

32.94▼−4.33%· post 33.03

ClosedOct 30 '26

Mkt cap$21.6BRevenue$11.1BQ4 FY26Revenue$39.1BFY26

Compare

ClosedOct 30 '26

DELLDell Technologies Inc.

SMCISuper Micro Computer, Inc.

420.06▼−11.66%post 424.17

Price

32.94▼−4.33%post 33.03

$269.8B

Mkt cap

$21.6B

Q2 FY27$47.0B

Revenue

$11.1BQ4 FY26

FY26$114B

Revenue

$39.1BFY26

DELL420.06▼−11.66%vsSMCI32.94▼−4.33%ClosedOct 30 '26