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

SMCISuper Micro Computer, Inc.

Mkt capRevenueRevenue

DELLDell Technologies Inc.

Mkt capRevenueRevenue

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SMCISuper Micro Computer, Inc.

DELLDell Technologies 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 · 499dMethod ›

Moved together

SMCIwithDELL

×0.28co-movement · DELL on SMCI · 499d

r 0.44scale to r 0.75

Shared co-movers3with SMCIwith DELL

AMDAdvanced Micro Devices Incr 0.47r 0.47

LRCXLAM Research Corpr 0.41r 0.45

ETNEaton Corp plcr 0.40r 0.47

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

SMCISuper Micro Computer, Inc.

32.94· pre 33.64

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

DELLDell Technologies Inc.

420.06· pre 430.58

Pre-marketSep 2 '83

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

Compare

Pre-marketSep 2 '83

SMCISuper Micro Computer, Inc.

DELLDell Technologies Inc.

32.94pre 33.64

Price

420.06pre 430.58

$21.6B

Mkt cap

$269.8B

Q4 FY26$11.1B

Revenue

$47.0BQ2 FY27

FY26$39.1B

Revenue

$114BFY26

SMCI32.94vsDELL420.06Pre-marketSep 2 '83