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) | −631.7K sh · 76 sells · 0 buys | −993.0K sh · 4 sells · 0 buys |
| Institutional owners | 45 | 40 |
| Institutional value held | $81.74B | $12.35B |
| Next earnings (est.) | Nov 24, 2026 | Around Oct 22, 2026 |
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 IT solutions provider headquartered in Round Rock, Texas, operating in approximately 180 countries and serving customers across enterprise, government, small/medium business, and consumer markets. Read more →
About Super Micro Computer, Inc. (SMCI)
Super Micro Computer, Inc. (SMCI) is a Silicon Valley-based provider of accelerated compute platforms, offering application-optimized, high-performance and high-efficiency server and storage systems for markets including enterprise data centers, cloud… Read more →
Source: SEC EDGAR.