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SMCI

S&P 500
Favorable · 64/100

Supermicro

Information Technology
Technology Hardware, Storage & Peripherals

$35.46

15.7%

Updated Today 7:15 PM ET

Price — Past Year

▼ Down 31.1% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$19.83B

P/E

15.9x

Forward P/E (est.)

15.65x

ROE

18.2%

Revenue Growth

56.2%

EPS Growth

1.6%

Profit Margin

3.7%

FCF Yield

39.4%

Debt / Equity

0.76x

ROIC

13.0%

Interest Coverage

119.44x

Current Ratio

2.66x

Dividend Yield

Implied Growth (rev. DCF)

1.2%

Rating Score

64/100

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what SMCI's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. SMCI trades near $35.46, around its 50-day average ($32.81) and 200-day average ($35.55). Price tangled in its moving averages means there is no clear trend — the stock is ranging.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 31 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.

Volatility — ATR. Average True Range is the typical daily move. SMCI's is $4.00 (~11.3% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month SMCI found buyers near $27.71 (support) and sellers near $51.40 (resistance); its 52-week range is $19.48–$62.36. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 1.0× the 20-day average — about normal. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

Supermicro (SMCI) is a large-cap company in the Technology Hardware, Storage & Peripherals industry, part of the Information Technology sector of the S&P 500, with a market value around $19.83B.

In its latest reported year it generated about $21.97B in revenue and $1.05B in net profit.

Our model rates SMCI Favorable (64/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

4Y CAGR

57.6%

Revenue moved from $3.56B in 2021 to $21.97B in 2025, a 57.6% compound annual growth rate. The most recent year grew a strong 56.2% year over year. Consistent top-line growth is one sign of healthy demand.

Profitability
Research

Gross Margin

11.1%

Operating Margin

5.7%

Net Margin

4.8%

ROE

18.2%

Supermicro keeps about 3.7% of each sales dollar as net profit, with a 11.1% gross margin and 5.7% operating margin. Return on equity is 18.2% and return on invested capital about 13.0%. Thin margins leave less cushion if costs rise.

Debt Analysis
Research

Total Debt

$120.18M

Net Debt

-$1.17B

Net cash position

Net Debt / EBITDA

-0.93x

Debt / Equity

0.76x

Leverage: debt-to-equity is 0.8x, and operating profit covers interest about 119.4x, with a current ratio of 2.7x. That is a moderate, manageable debt load for most businesses. It carries roughly $120.18M of total debt against $1.29B of cash.

Cash Flow Analysis
Research

Operating CF

$1.66B

Free Cash Flow

$1.53B

FCF Margin

7.0%

In the latest year Supermicro produced about $1.66B of operating cash flow and $1.53B of free cash flow after capital spending. That is a free-cash-flow yield of about 39.4% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Valuation Analysis
Research

P/E

15.9x

P/S

0.86x

P/B

4.87x

EV / EBITDA

13.7x

SMCI trades at 15.9x trailing earnings (about 15.6x on estimated forward earnings), 0.9x sales, and 4.9x book value. Reverse-engineering today's price implies the market expects roughly 1.2% long-term free-cash-flow growth. That is a fairly typical valuation for a profitable company.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
15.9xCheap
Forward P/E
15.6xCheap
P/S ratio
0.9xCheap
Revenue growth
56.2%Strong
EPS growth
1.6%Weak
Gross margin
11.1%Weak
Net margin
3.7%Weak
ROE
18.2%Strong

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How SMCI stacks up against its Information Technology peers — valuation, profitability, and growth versus the sector median.

In the Information Technology sector (72 S&P 500 companies), SMCI ranks #30 of 72 by our overall rating. It trades at a discount versus the sector on earnings (15.9x P/E vs. 35.6x median) with a lower return on equity (18.2% vs. 25.6%) and faster revenue growth (56.2% vs. 17.4%).

P/E vs sector

15.9x

median 35.6x

ROE vs sector

18.2%

median 25.6%

Growth vs sector

56.2%

median 17.4%

Sector rank

#30

of 72 by rating

CompanyP/ERev Gr.Rating
SMCIThis stock15.9x56.2%Favorable· 64
HPQ8.4x5.7%Neutral· 53
NTAP24x5.4%Neutral· 57
HPE40.3x22.6%Neutral· 46
WDC37.9x32.0%Strong· 77
STX99.7x28.9%Neutral· 57
DELL32x38.6%Favorable· 58
SNDK76x82.8%Strong· 78
Information Technology median35.6x17.4%61/100

Valuation vs. quality map

sector medianHPQNTAPHPEWDCSTXDELLSNDKSMCIP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Information Technology companies by sub-industry and size. Sector median is across all 72 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$117.09$187.34

vs. $35.46 today · expected CAGR 27%40%

Metric20262027202820292030
Revenue$31.86B$46.20B$66.98B$97.13B$140.83B
Net income$1.59B$2.31B$3.35B$4.86B$7.04B
EPS$2.65$3.84$5.57$8.07$11.71
Share price (low)$26.49$38.41$55.69$80.75$117.09
Share price (high)$42.38$61.45$89.10$129.20$187.34
CAGR (low–high)-25% / 20%4% / 32%16% / 36%23% / 38%27% / 40%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for SMCI:

  • Revenue is growing 56.2% a year, a sign of real demand.
  • Strong return on equity (18.2%) shows capital is put to work well.
  • Healthy free-cash-flow yield (~39.4%) funds buybacks and dividends.
  • Our model's overall read is Favorable (64/100).
Bear Case

The case against SMCI:

  • Thin net margins (3.7%) leave little room for error.
  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Margin risk — thin profitability (3.7%) is vulnerable to cost or pricing pressure.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the fundamentals screen favourably: Supermicro is a large-cap information technology business still growing nicely, with modest profitability, and a heavier debt load to watch. It trades at 15.9x earnings, which our model scores Favorable (64/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.