Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, high-performance computing, and the Internet of Things embedded markets.
It is a $27.5B technology company. Revenue grew 77.8% over the last year, and it keeps 6¢ of every dollar of sales as profit. It trades at 12.3× earnings.
- Website
- supermicro.com
- Location
- San Jose, CA
- Employees
- 6 238
- Sector
- Technology
- Founded
- 1993
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong growth; Profitability, Quality and Moat lag behind.
Valuation57
- P/E vs own history51th pct · 12/25
- FCF yield-25.4% · 0/25
- P/S0.7x · 25/25
- EV/EBITDA10.2x · 20/25
Growth100
- Revenue CAGR65.6% · 25/25
- Net income CAGR67.2% · 25/25
- EPS CAGR ~5Y72.6% · 25/25
- Fwd implied growth34.5% · 25/25
Profitability43
- ROICn/a · 0/25
- ROE25.1% · 25/25
- Net margin5.7% · 13/25
- Operating margin7.1% · 5/25
Health50
- Altman Zn/a · 0/25
- Current ratio3.87 · 25/25
- Interest coverage365.4x · 25/25
- Net cash / debtn/a · 0/25
Quality30
- Piotroski F3/9 · 5/25
- Beneish M5.67 · 0/25
- FCF conversion-549% · 0/25
- Margin stabilityσ 2.7% · 25/25
Moat30
- ROIC >12% years5/9 yrs · 13/25
- Median gross margin14.6% · 0/25
- FCF-positive years5/10 yrs · 5/25
- Worst-year net marginworst 2.1% · 12/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- FY2026FinancialBest year on record$2.23B net income
- 2025ProductSupermicro created a subsidiary focusing on American federal agencies
- 2025MilestoneSupermicro announced a $20 billion partnership with DataVolt, a Saudi Arabian data center company
- FY2024FinancialRevenue crossed $10B$15.0B for the year
- 2021ProductSupermicro introduced over 100 application-optimized server product SKUs using (new at the time) 3rd…
- FY2019FinancialBecame debt-freecash now exceeds total debt
- FY2016FinancialProfitable every year on record10 consecutive profitable years in our data
- FY2016FinancialRevenue already above $1B$2.22B in first reported year
- 2012ProductSupermicro debuted its new 2U and 4U/Tower platforms
- 2006ProductThe continued collaboration has seen several Supermicro technologies introduced to Europe, including the P5EXTRA in…
- 2004MilestoneIt also became aware of a federal investigation into its sales of computer systems to Iran and set up an…
- 1995ProductSupermicro released a dual-CPU motherboard for servers, becoming one of the first companies to do so
- 1993FoundedSupermicro was founded in 1993, and has manufacturing operations in Silicon Valley, the Netherlands
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- Revenue growing 77.8% year over year
- Interest covered 365.4× by operating earnings
Watch-outs
- Negative free cash flow (-$7.0B)
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago+77.8% YoY
- Profitable — makes more than it spends$2.23B TTM
- Profit growing — earnings are higher than last year+40.9% YoY
- Generates cash — cash left after running and investing-$6.97B TTM
- Debt under control — could handle its obligationscurrent ratio 3.87
- Established company — not a micro-cap — lower blow-up risk$27.5B market cap
- Not printing shares — share count not ballooning — you keep your slice+30.3% shares over ~5y
- Proven track record — years of profitability behind it10/10 profitable years
- Financially stable — balance sheet not near distresshealth score 50/100
- Pays a dividend — returns cash to shareholdersno data
- Valuation not extreme — price not wildly above earningsP/E 12.3
Peer comparisonSuper Micro Computer, Inc. vs 6 largest technology peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| SMCI this company | $27.5B | 12.3 | +77.8% | 5.7% | Mixed |
| NVDA Nvidia Corp | $5.5T | 28.6 | +83.4% | 63.7% | Mixed |
| AAPL Apple Inc. | $4.9T | 38.1 | +14.2% | 27.6% | Strong |
| GOOGL Alphabet Inc. | $4.3T | 17.6 | +20.1% | 54.8% | Mixed |
| MSFT Microsoft Corp | $4.0T | 29.7 | +17.8% | 40.3% | Strong |
| SPCX Space Exploration Technologies Corp. | $2.1T | — | +33.2% | -34.0% | Strained |
| META Meta Platforms, Inc. | $1.8T | 26.9 | +27.7% | 29.8% | Mixed |
Head-to-head: SMCI vs NVDA · SMCI vs AAPL · SMCI vs GOOGL
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2016–FY2026. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/SMCI
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of SMCI on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $41.80 · market cap $27.5B.