Super Micro Computer Inc (SMCI)vsWestern Digital Corporation (WDC)
SMCI
Super Micro Computer Inc
$32.95
-4.30%
TECHNOLOGY · Cap: $23.53B
WDC
Western Digital Corporation
$366.11
-7.41%
TECHNOLOGY · Cap: $137.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Super Micro Computer Inc generates 170% more annual revenue ($39.06B vs $14.48B). WDC leads profitability with a 69.2% profit margin vs 5.7%. WDC appears more attractively valued with a PEG of 0.53. SMCI earns a higher WallStSmart Score of 80/100 (B+).
SMCI
Strong Buy80
out of 100
Grade: B+
WDC
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
Every $100 of equity generates 106 in profit
Keeps 69 of every $100 in revenue as profit
Strong operational efficiency at 47.7%
Revenue surging 55.5% year-over-year
Earnings expanding 50.9% YoY
Safe zone — low bankruptcy risk
Areas to Watch
5.7% margin — thin
Weak financial health signals
Trading at 14.6x 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 : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 69.2% and operating margin at 47.7%. Revenue growth of 55.5% demonstrates continued momentum.
Bear Case : SMCI
The primary concerns for SMCI are Profit Margin, Piotroski F-Score.
Bear Case : WDC
The primary concerns for WDC are Price/Book.
Key Dynamics to Monitor
SMCI profiles as a hypergrowth stock while WDC is a growth play — different risk/reward profiles.
WDC carries more volatility with a beta of 2.17 — expect wider price swings.
SMCI is growing revenue faster at 93.2% — sustainability is the question.
WDC generates stronger free cash flow (1.3B), 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 →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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