SuperworthSuper Micro Computer SMCI
- Market cap
- $21.6B
- PE
- 10.7×
- 10y median 19.3×
- Forward PE
- 7.6×
- 10y median 10.8×
- Price to sales
- 0.6×
- EV/EBIT
- 7.5×
- Revenue, 12 months
- $39.1B
- +78% on a year ago
- Net margin
- 5.7%
- Free cash flow yield
- −32.2%
Super Micro Computer trades at 10.7× trailing earnings, cheaper than 94% of the last ten years. Revenue was $39.1B over the last twelve months, up 78% on a year earlier with a 6% net margin.
Charts
Financials
| Income statement | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $2.1B+14% | $3.7B+103% | $3.9B+200% | $5.4B+145% | $5.9B+180% | $5.7B+55% | $4.6B+20% | $5.8B+8% | $5B−16% | $12.7B+123% | $10.2B+123% | $11.1B+93% | |
| Cost of revenue | $1.8B+17% | $3.1B+112% | $3.3B+208% | $4.8B+165% | $5.2B+192% | $5B+62% | $4.2B+28% | $5.2B+8% | $4.6B−12% | $11.9B+137% | $9.2B+122% | $9.2B+76% |
| Gross profit | $353.7M+2% | $564.3M+67% | $597.4M+164% | $546M+47% | $775.6M+119% | $670M+19% | $440.2M−26% | $544.1M−0% | $467.4M−40% | $798.6M+19% | $1B+131% | $1.9B+257% |
| R&D | $111M+50% | $108.8M+54% | $116.2M+50% | $127.5M+50% | $132.2M+19% | $158.2M+45% | $162.9M+40% | $183.2M+44% | $173.3M+31% | $180.8M+14% | $215.7M+32% | $201.5M+10% |
| SG&A | $70.2M+32% | $84M+63% | $102.8M+107% | $130.1M+116% | $134.1M+91% | $143.2M+70% | $130.6M+27% | $132.5M+2% | $111.8M−17% | $143.5M+0% | $177.2M+36% | $253.1M+91% |
| $172.5M−22% | $371.5M+73% | $378.3M+282% | $288.5M+27% | $509.2M+195% | $368.6M−1% | $146.8M−61% | $228.4M−21% | $182.3M−64% | $474.3M+29% | $625.9M+326% | $1.5B+552% | |
| Interest expense | $1.9M−53% | $8.1M+363% | $6.2M+385% | $3.1M−11% | $17.4M+832% | $6.5M−20% | $13.4M+115% | $22.3M+616% | $24.9M+44% | $25.4M+288% | $64.5M+381% | $79.8M+258% |
| Pre-tax income | $177.3M−21% | $355.4M+72% | $382.1M+291% | $299.3M+33% | $499.1M+182% | $375M+6% | $115.1M−70% | $222.7M−26% | $208.6M−58% | $500.2M+33% | $611M+431% | $1.5B+560% |
| $20.2M−48% | $61.5M+108% | −$20M | $1.6M−95% | $74.7M+270% | $57M−7% | $5.8M | $19.3M+1138% | $40.2M−46% | $99.2M+74% | $126.9M+2072% | $290.1M+1403% | |
| Net income | $157M−15% | $296M+68% | $402.5M+369% | $297.2M+54% | $424.3M+170% | $320.6M+8% | $108.8M−73% | $195.2M−34% | $168.3M−60% | $400.6M+25% | $483.4M+344% | $1.2B+504% |
| $0.27−19% | $0.51+62% | $0.66+331% | $0.46+34% | $0.67+148% | $0.51+0% | $0.17−74% | $0.31−33% | $0.26−61% | $0.60+18% | $0.72+324% | $1.49+381% | |
| 571.9M+4% | 580.8M+3% | 614.3M+9% | 642.2M+14% | 639.1M+12% | 636M+10% | 621.8M+1% | 637.8M−1% | 663.2M+4% | 694M+9% | 692.2M+11% | 768.9M+21% |
EPS, diluted: 11 periods, Q4 FY11 to Q4 FY26: quarter's net income to common over its shares, to the cent.
Diluted shares: 16 periods, Q4 FY11 to Q4 FY26: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q1 FY27 | $16B | $15.8B to $16.1B | $1.20 | $1.16 to $1.21 | 12 |
| Q2 FY27 | $17.2B | $16.8B to $18.1B | $1.13 | $0.97 to $1.29 | 12 |
| Q3 FY27 | $17.6B | $16.5B to $20.1B | $1.14 | $1.04 to $1.35 | 5 |
| Q4 FY27 | $19.1B | $17.9B to $21.8B | $1.25 | $1.14 to $1.48 | 5 |
| Q1 FY28 | $20.2B | $18.9B to $23B | $1.46 | $1.34 to $1.73 | 5 |
| Q2 FY28 | $20.6B | $19.3B to $23.5B | $1.54 | $1.41 to $1.83 | 5 |
| Q3 FY28 | $20.3B | $19B to $23.2B | $1.53 | $1.41 to $1.82 | 6 |
| Q4 FY28 | $21.1B | $19.8B to $24.1B | $1.64 | $1.50 to $1.94 | 6 |
Peers
Companies in Computer Hardware nearest Super Micro Computer's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| SMCISuper Micro Computer | $21.6B | 10.7× | 19.3× | 7.6× | 0.6× | +78% | 5.7% |
| LOGILogitech International | $15.7B | 20.1× | 24.6× | n/m | 3.2× | +7% | 16.3% |
| HPQHP | $30.3B | 12.8× | 9.7× | 11.2× | 0.5× | +8% | 4.1% |
| PEverpure | $41.1B | 169× | 172× | 37.9× | 9.6× | +27% | 5.9% |
| NTAPNetApp | $42.3B | 30.3× | 21.0× | 21.7× | 5.7× | +12% | 19.2% |
| HPEHewlett Packard Enterprise | $75.3B | 29.5× | 18.6× | 12.2× | 1.8× | +27% | 6.4% |
| WDCWestern Digital | $123.9B | 13.3× | 20.3× | 15.5× | 8.6× | +43% | 69.2% |
| NATLNCR Atleos | $3.5B | 18.3× | 20.6× | n/m | 0.8× | +4% | 4.4% |
| STXSeagate Technology | $142.9B | 45.4× | 16.1× | 16.8× | 11.7× | +34% | 26.1% |
| SNDKSandisk | $181.3B | 17.0× | 47.1× | 5.8× | 9.0× | +175% | 56.5% |
| PBIPitney Bowes | $2.4B | 14.2× | 15.2× | n/m | 1.3× | −5% | 10.0% |
| Peer median | $41.7B | 19.2× | 20.4× | 15.5× | 4.5× | +19% | 13.2% |
More on Super Micro Computer
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #8of 272Technology stocks with the lowest PE ratio
- #3of 83Technology stocks with the lowest PEG ratio
- #1of 20Computer hardware stocks with the lowest PE ratio
- #1of 18Computer hardware stocks with the lowest EV/EBIT
- #6of 95Technology stocks with the lowest forward PE
- #1of 12Computer hardware stocks cheapest against their own PE history
- #2of 24Computer hardware stocks with the fastest revenue growth
- #9of 97Technology stocks with the fastest expected revenue growth
Its groups
About
- Industry
- Computer Hardware
- Sector
- Technology
Valuation data, not investment advice. Prices as of .