SMCI Stock Intrinsic Value – Super Micro Computer, Outpaces Hewlett Packard Enterprise & Dell Technologies with NVIDIA Partnership.
February 28, 2023

Trending News ☀️
SMCI Stock Intrinsic Value – Super Micro Computer ($NASDAQ:SMCI), Inc. (SMCI) has consistently outpaced its competitors Hewlett Packard Enterprise Company and Dell Technologies Inc in terms of growth and performance. This is largely attributed to their close partnership with NVIDIA Corporation, one of the world’s leading software and hardware technology companies. They have consistently provided their customers with the highest quality, most reliable server systems on the market, something that many experts attribute to their innovative partnership with NVIDIA. Furthermore, it has enabled them to develop technologies and services such as AI-driven performance optimization, advanced analytics, and optimized workload management.
The partnership between SMCI and NVIDIA has allowed them to stay ahead of the competition in terms of performance, innovation, and scalability. With the added support of NVIDIA’s highly optimized GPUs and other cutting-edge technologies, they are in a better position to deliver unbeatable performance and scale-on-demand capabilities to their customers. It is clear that the relationship between Super Micro Computer and NVIDIA Corporation has been instrumental in powering SMCI’s remarkable growth. Together with NVIDIA’s continue commitment to innovation, SMCI is well positioned to continue outpacing its competitors for many years to come.
Price History
On Monday, Super Micro Computer, Inc. (SMC) opened at $98.9 and closed at $101.1, up by 3.0% from the last closing price of 98.2. The media sentiment towards the company has been largely positive as SMC recently announced their partnership with NVIDIA Corporation (NVDA). This collaboration is anticipated to allow the company to outpace competitors such as Hewlett Packard Enterprise and Dell Technologies in the near future. The partnership with NVDA is expected to provide a competitive advantage for SMC and their products. The combination of SMC’s industry-leading server designs and NVIDIA’s advanced AI, data science and HPC solutions will create an ecosystem that can keep up with the ever-increasing demand for high-performance computing.
SMC will also be able to leverage the computational power of NVDA’s GPUs in their diverse portfolio of products, ranging from edge computing solutions to enterprise-level systems. The new partnership between the two companies is a major boon for both parties and is set to provide immense value to customers. As more businesses and organizations look to benefit from the latest trends in computing, NVIDIA and Super Micro Computer, Inc. are certainly ones to watch out for. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for SMCI. More…
| Total Revenues | Net Income | Net Margin |
| 6.65k | 578.38 | 8.7% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for SMCI. More…
| Operations | Investing | Financing |
| 221.59 | -42.61 | -120.12 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for SMCI. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 3.07k | 1.26k | 30.75 |
Key Ratios Snapshot
Some of the financial key ratios for SMCI are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 26.7% | 88.1% | 10.5% |
| FCF Margin | ROE | ROA |
| 2.7% | 25.4% | 14.2% |
Analysis – SMCI Stock Intrinsic Value
3 – c a l c u l a t e d u s i n g o u r p r o p r i e t a r y V a l u a t i o n L i n e . 3. More…
Peers
In the computer technology industry, there is intense competition between Super Micro Computer Inc and its competitors NetApp Inc, Quantum Corp, and Peraso Inc. All four companies are constantly innovating and introducing new products and services in an attempt to gain market share. This competition benefits consumers as it results in lower prices and better products and services.
– NetApp Inc ($NASDAQ:NTAP)
NetApp Inc is a American computer storage and data management company headquartered in Sunnyvale, California. It was founded in 1992 by Dave Hitz, Michael Malcolm, and James Lau. The company provides software, systems, and services to manage and store data. NetApp’s product portfolio includes data management, ONTAP software, all-flash storage, converged systems, cloud data services, and more. As of 2022, NetApp has a market cap of 13.54B and a ROE of 100.42%.
– Quantum Corp ($NASDAQ:QMCO)
Quantum Corporation is a data storage company that provides solutions for capturing, storing, managing, and protecting digital information. The company has a market cap of 119.09M as of 2022 and a return on equity of 16.28%. Quantum’s products are used in a variety of industries, including media and entertainment, healthcare, government, and education.
– Peraso Inc ($NASDAQ:PRSO)
Peraso Inc is a Canadian technology company that develops and manufactures advanced wireless products using 60 GHz millimeter wave technology. The company has a market cap of 32.31M as of 2022 and a Return on Equity of -24.88%. The company’s products are used in a variety of applications including 4G/5G backhaul, fixed wireless access, video streaming and virtual reality.
Summary
Super Micro Computer, Inc. (SMC) has surpassed rivals Hewlett Packard Enterprise (HPE) and Dell Technologies in recent times, spurred by a partnership with NVIDIA. The market sentiment towards SMC has been largely positive, with stock prices increasing on the day of the announcement. Investors should take note of the strong potential upside that this collaboration brings to SMC, and to assess the longer-term implications for the company’s potential for earnings growth and dividends.
The highly competitive landscape should be taken into consideration, however, as HPE and Dell Technologies may also be looking at engaging with NVIDIA as a way to gain an edge. Further, investors should watch out for any news related to the progress of the collaboration between SMC and NVIDIA as this could have an impact on the performance of SMC’s shares over time.
Recent Posts









