Dell Technologies Inc. (DELL) vs Super Micro Computer, Inc. (SMCI)
Side-by-side comparison from SEC filings: latest annual financials, insider activity and institutional ownership.
| Metric | DELL | SMCI |
|---|---|---|
| Sector | Information Technology | Information Technology |
| Latest fiscal year | FY2026 | FY2026 |
| Revenue | $113.54B | $39.06B |
| Revenue growth (YoY) | ▲ 18.8% | ▲ 77.8% |
| Net income | $5.94B | $2.23B |
| Gross margin | 20.0% | 10.8% |
| Diluted EPS | $8.68 | $3.26 |
| Insider net (6 mo) | −34.2K sh • 61 sells • 0 buys | −1.2M sh • 6 sells • 0 buys |
| Institutional owners | 60 | 48 |
| Institutional value held | $85.22B | $12.84B |
| Next earnings (est.) | Nov 24, 2026 | Around Feb 2, 2027 |
Figures from each company's SEC filings (latest reported fiscal year; fiscal calendars may differ). Next-earnings dates are estimates from historical filing patterns.
About Dell Technologies Inc. (DELL)
Dell Technologies is a global technology company that provides technology solutions for the data and AI era, ranging from client devices and peripherals to infrastructure solutions across servers, networking, and storage. Read more →
About Super Micro Computer, Inc. (SMCI)
Super Micro Computer (Supermicro) is a Silicon Valley-based provider of total information technology solutions for demanding workloads from the enterprise and cloud to the intelligent edge. Read more →
Source: SEC EDGAR.