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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Earnings history

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

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

SMCI

4 of 4at or beyond implied

Reportimpliedrealized× implied

Aug 12 '26±12.8%▲+19.02%×1.48

May 6 '26±12.4%▲+24.54%×1.98

Feb 4 '26±11.4%▲+13.78%×1.21

Nov 5 '25±9.3%▼−11.33%×1.22

DELL

3 of 4at or beyond implied

Reportimpliedrealized× implied

Sep 2 '26±9.5%▲+15.81%×1.66

May 29 '26±8.7%▲+32.76%×3.77

= impliedSMCI realized, solidDELL realized, hatchedOne scale, both sides: full bar = 33%× = |realized| ÷ impliedSource: market data

Feb 27 '26

±6.5%

▲+21.93%

×3.37

Nov 26 '25±7.1%▲+5.83%×0.82

SMCISuper Micro Computer, Inc.

31.68▲+4.06%

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

DELLDell Technologies Inc.

408.55▲+4.02%

Regular sessionNov 3 '26

Mkt cap$249.7BRevenue$47.0BQ2 FY27Revenue$114BFY26

Compare

Regular sessionNov 3 '26

SMCISuper Micro Computer, Inc.

DELLDell Technologies Inc.

31.68▲+4.06%

Price

408.55▲+4.02%

$21.6B

Mkt cap

$249.7B

Q4 FY26$11.1B

Revenue

$47.0BQ2 FY27

FY26$39.1B

Revenue

$114BFY26

SMCI31.68▲+4.06%vsDELL408.55▲+4.02%Regular sessionNov 3 '26