Super Micro Computer, Inc. (SMCI) vs Seagate Technology Holdings PLC (STX)

Super Micro Computer, Inc. and Seagate Technology Holdings PLC are both Computer Hardware companies. Seagate Technology Holdings PLC is the larger, with a market value of $209.2B against $27.7B — 7.5× the size. Super Micro Computer, Inc. trades at the lower P/E: 12.1× against 63.4×. Super Micro Computer, Inc. grew revenue faster over the last twelve months: 77.8% against 34.1%. Seagate Technology Holdings PLC has the higher net margin (26.1% vs 5.71%) and the higher return on invested capital (63.5% vs 11.0%). Across the 21 metrics below, Super Micro Computer, Inc. leads on 12 and Seagate Technology Holdings PLC on 9.

Valuation

Metric SMCI STX Computer Hardware median
P/E 12.05 63.40 20.64
P/S 0.67 16.46 2.95
P/B 2.54 92.66 2.78
Price to free cash flow n/m 64.67 25.64
EV/EBITDA 9.43 46.37 20.51
EV/Sales 0.70 16.62 3.48
Earnings yield 8.30% 1.58% (4.08%)
Free cash flow yield (26.73%) 1.55% (2.90%)

Profitability

Metric SMCI STX Computer Hardware median
Gross margin 10.82% 45.58% 37.84%
Operating margin 7.09% 33.57% (0.80%)
Net margin 5.71% 26.11% (14.15%)
Free cash flow margin (17.81%) 25.46% 0.00%
Return on equity 26.95% 371.53% (2.10%)
Return on assets 10.15% 35.39% (0.42%)
Return on invested capital 11.04% 63.52% 0.00%

Growth

Metric SMCI STX Computer Hardware median
Revenue growth (TTM) 77.79% 34.06% 27.21%
EPS growth (last fiscal year) 94.05% 105.32% —
Revenue growth, 5-year CAGR 61.48% 2.69% 0.81%
Net income growth, 5-year CAGR 81.94% 19.36% 0.00%

Health

Metric SMCI STX Computer Hardware median
Debt to equity 0.60 1.65 0.00
Current ratio 3.87 1.67 2.76
Net debt to EBITDA 0.42 0.43 0.46

Dividend

Metric SMCI STX Computer Hardware median
Dividend yield — 3.18% 2.47%
Payout ratio 0.00 0.54 0.00

Size

Metric SMCI STX Computer Hardware median
Market cap 27.73b 209.18b 462.08m

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