Hewlett Packard Enterprise vs Supermicro
Hewlett Packard Enterprise and Supermicro are similar in size: $34.30bn and $39.06bn of revenue in their latest fiscal years. Supermicro grew faster (77.8% against 13.8%). Supermicro kept more of each dollar of sales as profit: a net margin of 5.7% against 0.2%. Supermicro carries less debt relative to equity (32.2% against 106.8%).
| Latest fiscal year | Hewlett Packard EnterpriseHPE, 2025 | SupermicroSMCI, 2026 |
|---|---|---|
| Revenue | $34.30bn | $39.06bn |
| Revenue growth | 13.8% | 77.8% |
| Net income | $57.0m | $2.23bn |
| Operating margin | -1.3% | 7.1% |
| Net margin | 0.2% | 5.7% |
| Return on equity | 0.2% | 21.5% |
| Free cash flow | $627m | −$6.97bn |
| Cash | $5.77bn | $7.52bn |
| Total debt | $26.36bn | $4.66bn |
| Debt to equity | 106.8% | 32.2% |
| Dividend per share | $0.52 | — |
| Dividend yield | 1.1% | — |
| Share buybacks | $202m | $0 |
| Employees | 67,000 | 7,000 |
| Market value | $70.54bn | $20.83bn |
| Price vs our value range | Within our value range | — |
| Moat score | 27 (Weak) | 42 (Weak) |
| Insider trades, 12 months | 0 buys, 33 sales | 0 buys, 10 sales |