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 $107.1B against $17.8B — 6.0× the size. Super Micro Computer, Inc. trades at the lower P/E: 4.8× against 24.0×. Super Micro Computer, Inc. grew revenue faster over the last twelve months: 156.5% against 44.4%. Seagate Technology Holdings PLC has the higher net margin (31.9% vs 6.77%) and the higher return on invested capital (75.1% vs 16.3%). 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 4.78 23.99 19.24
P/S 0.33 7.77 2.27
P/B 1.52 31.04 1.56
Price to free cash flow n/m 25.78 23.09
EV/EBITDA 6.85 18.88 12.97
EV/Sales 0.37 7.86 1.70
Earnings yield 20.94% 4.17% (8.82%)
Free cash flow yield (35.99%) 3.88% (6.63%)

Profitability

Metric SMCI STX Computer Hardware median
Gross margin 11.67% 50.35% 34.67%
Operating margin 8.62% 39.60% (0.80%)
Net margin 6.77% 31.86% (0.75%)
Free cash flow margin (12.01%) 30.13% 0.00%
Return on equity 39.82% 259.35% 0.00%
Return on assets 14.59% 46.85% 0.00%
Return on invested capital 16.32% 75.12% 0.00%

Growth

Metric SMCI STX Computer Hardware median
Revenue growth (TTM) 156.46% 44.37% 27.21%
EPS growth (last fiscal year) 94.05% 105.32% 27.72%
Revenue growth, 5-year CAGR 61.48% 2.69% 1.14%
Net income growth, 5-year CAGR 81.94% 19.36% 0.00%

Health

Metric SMCI STX Computer Hardware median
Debt to equity 0.54 0.68 0.00
Current ratio 3.02 1.82 2.80
Net debt to EBITDA 0.42 0.43 0.46

Dividend

Metric SMCI STX Computer Hardware median
Dividend yield — 0.63% 1.25%
Payout ratio — 0.16 0.23

Size

Metric SMCI STX Computer Hardware median
Market cap 17.79b 107.10b 362.57m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack