Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Super Micro Computer Inc. develops and manufactures high-performance server and storage solutions based on modular and open-standard architectures, serving markets worldwide including the United States, Asia, and Europe. The company offers a diverse portfolio of products such as liquid and air-cooled AI servers optimized for training and inferencing with integrated GPUs or PCIe architectures; innovative blade and multi-node systems including SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin; SuperStorage systems; Hyper, CloudDC, WIO, and rackmount servers; embedded systems for 5G, IoT, and edge computing; MicroCloud server systems; high-end workstations; and networking devices. It also provides modular subsystems like server boards, chassis, power supplies, and accessories, alongside remote management solutions such as the Server Management suite, including Supermicro Server Manager, Power Management software, Update Manager, SuperCloud Composer, and SuperDoctor 5. Super Micro Computer Inc. supports enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing through direct sales, distributors, value-added resellers, system integrators, and OEM partnerships. Founded in 1993 and headquartered in San Jose, California, it plays a vital role in delivering scalable IT infrastructure for demanding computational workloads.
Operating margin is thin at 5.70%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 71.3%, still solid. Margins contracted 2.4pp, which offsets some of the top-line progress.
ROIC dropped from 22.42% to 12.41%, capital efficiency is deteriorating.
Profitability & Returns
Revenue (TTM)
$33.70B
▲ +71.3% YoY
Net Income (TTM)
$1.25B
▲ +6.3% YoY
Op. Margin
4.48%
▼ -2.4pp YoY
ROIC
12.41%
▼ -10.0pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-$6.85B
▲ +168.6% YoY
Op. Cash Flow (TTM)
-$6.56B
▲ +180.1% YoY
Net Debt
-$391M
Net Cash Position
Cash & Equiv.
$5.17B
3Y CAGR: +61.7%
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