Super Micro Computer Inc (SMCI)vsSeagate Technology PLC (STX)
SMCI
Super Micro Computer Inc
$32.95
-4.30%
TECHNOLOGY · Cap: $23.53B
STX
Seagate Technology PLC
$644.58
-7.98%
TECHNOLOGY · Cap: $147.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Super Micro Computer Inc generates 183% more annual revenue ($39.06B vs $13.80B). STX leads profitability with a 31.9% profit margin vs 5.7%. STX appears more attractively valued with a PEG of 0.37. SMCI earns a higher WallStSmart Score of 80/100 (B+).
SMCI
Strong Buy80
out of 100
Grade: B+
STX
Strong Buy79
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Revenue surging 93.2% year-over-year
Earnings expanding 434.7% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Growing faster than its price suggests
Every $100 of equity generates 147 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 48.8%
Revenue surging 61.0% year-over-year
Earnings expanding 212.3% YoY
Areas to Watch
5.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 42.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : SMCI
The strongest argument for SMCI centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 93.2% demonstrates continued momentum. PEG of 0.91 suggests the stock is reasonably priced for its growth.
Bull Case : STX
The strongest argument for STX centers on PEG Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 31.9% and operating margin at 48.8%. Revenue growth of 61.0% demonstrates continued momentum.
Bear Case : SMCI
The primary concerns for SMCI are Profit Margin, Piotroski F-Score.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Debt/Equity, Price/Book. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Key Dynamics to Monitor
SMCI profiles as a hypergrowth stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 2.08 — expect wider price swings.
SMCI is growing revenue faster at 93.2% — sustainability is the question.
STX generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
SMCI scores higher overall (80/100 vs 79/100) and 93.2% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Super Micro Computer Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Super Micro Computer, Inc. develops and manufactures high-performance server and storage solutions based on an open, modular architecture. The company is headquartered in San Jose, California.
Visit Website →Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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