SMCI
vs
DELL
Super Micro Computer, Inc. and Dell Technologies Inc., measured on the same ten characteristics.
These are in different sub-sectors — AI Semiconductors and Thermal / Cooling Management — so valuation and margin norms differ between them and the rows below are not strictly like-for-like. They differ on 10 of 10 measured dimensions; anything within 2% is shown as level rather than split. Nothing here totals to a winner — which differences matter is your call, not ours.
| Measure | SMCI |
DELL |
|---|---|---|
| Quant Scoreour composite quality read | 70 | 76HIGHER |
| Revenue growth (YoY)faster top-line growth | +93.2%HIGHER | +87.5% |
| Net marginmore of each sale kept | +5.7% | +6.3%HIGHER |
| Gross marginpricing power | +10.8% | +19.2%HIGHER |
| P/Ea richer multiple, not automatically worse | 11.4× | 36.4×HIGHER |
| 1-month moverecent price direction | +33.7%HIGHER | +12.7% |
| 3-month movemedium-term price direction | -2.9% | +49.7%HIGHER |
| Betamoves more than the market | 1.97HIGHER | 1.40 |
| Analyst upsidethird-party consensus, not our view | +14.3%HIGHER | +11.9% |
| Market capcompany size | $24.0B | $294.8BHIGHER |
How the Quant Score works
It blends fundamentals, valuation, momentum, analyst signal and macro regime into one 0-100 number. It is a quality descriptor, not a buy or sell signal. Read the methodology →
Real research, free during beta
Every stock we track, scored daily. Quant Score, conflict detection, Reverse DCF, peer comparison. We do the homework.
Open the live dashboard →Questions or feedback? Email support@tickermover.com
TickerMover is a research tool, not financial advice, and not FCA-authorised. Figures are computed from live universe data and refresh every 5 minutes during market hours. Analyst upside is third-party consensus, not our forecast. Capital at risk.