Super Micro Computer (SMCI) Competitors

$857.44
+70.04 (+8.90%)
(As of 04/26/2024 ET)

SMCI vs. HPE, DELL, DDOG, AME, A, TEL, TTD, MCHP, ADSK, and STM

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), Datadog (DDOG), AMETEK (AME), Agilent Technologies (A), TE Connectivity (TEL), Trade Desk (TTD), Microchip Technology (MCHP), Autodesk (ADSK), and STMicroelectronics (STM). These companies are all part of the "computer and technology" sector.

Super Micro Computer vs.

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

Hewlett Packard Enterprise currently has a consensus target price of $17.91, indicating a potential upside of 4.06%. Super Micro Computer has a consensus target price of $949.85, indicating a potential upside of 11.71%. Given Hewlett Packard Enterprise's stronger consensus rating and higher probable upside, 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
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
1 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.57

80.8% of Hewlett Packard Enterprise shares are held by institutional investors. Comparatively, 84.1% of Super Micro Computer shares are held by institutional investors. 0.4% of Hewlett Packard Enterprise shares are held by insiders. Comparatively, 17.6% of Super Micro Computer shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

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
Hewlett Packard Enterprise$29.14B0.77$2.03B$1.4511.85
Super Micro Computer$7.12B6.69$640M$12.8166.51

Hewlett Packard Enterprise has a beta of 1.21, suggesting that its stock price is 21% more volatile than the S&P 500. Comparatively, Super Micro Computer has a beta of 1.28, suggesting that its stock price is 28% more volatile than the S&P 500.

In the previous week, Super Micro Computer had 68 more articles in the media than Hewlett Packard Enterprise. MarketBeat recorded 85 mentions for Super Micro Computer and 17 mentions for Hewlett Packard Enterprise. Hewlett Packard Enterprise's average media sentiment score of 0.59 beat Super Micro Computer's score of 0.48 indicating that Super Micro Computer is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Hewlett Packard Enterprise
8 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Super Micro Computer
46 Very Positive mention(s)
9 Positive mention(s)
10 Neutral mention(s)
14 Negative mention(s)
1 Very Negative mention(s)
Positive

Hewlett Packard Enterprise received 749 more outperform votes than Super Micro Computer when rated by MarketBeat users. Likewise, 64.50% of users gave Hewlett Packard Enterprise an outperform vote while only 42.50% of users gave Super Micro Computer an outperform vote.

CompanyUnderperformOutperform
Hewlett Packard EnterpriseOutperform Votes
783
64.50%
Underperform Votes
431
35.50%
Super Micro ComputerOutperform Votes
34
42.50%
Underperform Votes
46
57.50%

Super Micro Computer has a net margin of 7.92% compared to Super Micro Computer's net margin of 6.81%. Hewlett Packard Enterprise's return on equity of 32.34% beat Super Micro Computer's return on equity.

Company Net Margins Return on Equity Return on Assets
Hewlett Packard Enterprise6.81% 9.12% 3.36%
Super Micro Computer 7.92%32.34%17.75%

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 ComputerComputer Hardware IndustryComputer SectorNASDAQ Exchange
Market Cap$47.96B$6.04B$17.99B$7.63B
Dividend YieldN/A4.16%2.76%3.94%
P/E Ratio66.94789.20246.3618.08
Price / Sales6.7389.66524.1982.65
Price / Cash60.6020.7127.9335.09
Price / Book22.834.976.724.38
Net Income$640M$104.76M$567.99M$214.23M
7 Day Performance20.15%2.47%2.89%1.85%
1 Month Performance-16.35%-2.95%-1.94%-3.74%
1 Year Performance803.61%71.01%17.32%9.24%

Super Micro Computer Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HPE
Hewlett Packard Enterprise
4.5703 of 5 stars
$16.84
+0.1%
$17.91
+6.3%
+21.9%$21.89B$29.14B11.6162,000Insider Selling
Short Interest ↑
DELL
Dell Technologies
4.7125 of 5 stars
$120.65
+4.4%
$104.63
-13.3%
+200.1%$82.47B$88.43B27.61120,000Short Interest ↑
DDOG
Datadog
3.6146 of 5 stars
$126.44
+3.6%
$130.96
+3.6%
+89.8%$41.96B$2.13B1,053.675,200Analyst Upgrade
Insider Selling
Short Interest ↑
Gap Up
AME
AMETEK
4.0845 of 5 stars
$179.85
+1.1%
$180.78
+0.5%
+32.7%$41.58B$6.60B31.7221,500Upcoming Earnings
A
Agilent Technologies
4.5189 of 5 stars
$139.14
+3.9%
$141.29
+1.5%
+3.4%$40.77B$6.83B33.1318,100Positive News
TEL
TE Connectivity
4.2194 of 5 stars
$143.14
-0.4%
$153.30
+7.1%
+16.6%$44.49B$16.03B13.5890,000Earnings Report
Analyst Report
News Coverage
TTD
Trade Desk
3.4186 of 5 stars
$81.07
+4.1%
$89.75
+10.7%
+41.2%$39.64B$1.95B225.203,115Positive News
MCHP
Microchip Technology
4.5558 of 5 stars
$86.19
+3.2%
$92.50
+7.3%
+26.3%$46.58B$8.44B20.1422,600Positive News
ADSK
Autodesk
4.9662 of 5 stars
$217.93
+0.4%
$272.44
+25.0%
+14.8%$46.62B$5.50B51.7613,700Analyst Downgrade
Short Interest ↓
News Coverage
STM
STMicroelectronics
2.4509 of 5 stars
$39.99
+1.9%
$50.75
+26.9%
-10.7%$36.10B$17.29B8.9751,323Earnings Report
Analyst Upgrade
News Coverage

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This page (NASDAQ:SMCI) was last updated on 4/27/2024 by MarketBeat.com Staff

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