Super Micro Computer Inc vs Toronto-Dominion Bank — how do they compare? Super Micro Computer Inc trades at $38.05 (market cap $20.44B), while Toronto-Dominion Bank trades at $123.47 (market cap $200.48B). The key difference: Toronto-Dominion Bank is far larger — about 9.8× Super Micro Computer Inc's market cap, and Toronto-Dominion Bank pays a 2.63% dividend while Super Micro Computer Inc pays none. Which is the better fit depends on your goals.
| SMCI | TD | |
|---|---|---|
Market Cap | $20.44B | $200.48B |
Sector | Technology | Financials |
52-Week High | $58.68 | $124.80 |
52-Week Low | $20.53 | $72.85 |
Enterprise Value | $27.96B | — |
Dividend Yield | — | 2.63% |
Signals from Pluang's Aura AI — not financial advice
Super Micro Computer (SMCI) surged 18.25% to $37.19 following strong Q4 2026 earnings, beating estimates with $1.70 EPS versus $0.92 expected. The stock shows bullish technical momentum with moving averages supporting upside, while fundamentals reveal robust revenue growth (93% YoY) and expanding margins. Analyst consensus targets $40.40 with 36% buy ratings, though valuation multiples remain reasonable with P/E at 16.63 and P/S at 0.62.
Outlook remains positive driven by AI infrastructure demand and aggressive FY2027 revenue guidance of $65-72B. Key risks include execution on massive backlog, supply chain constraints, and competitive pressures. The stock offers growth exposure but requires monitoring of cash flow trends after 2026 operating cash turned negative amid expansion investments.
TD stock trades at $123.01, up 1.59% today, with a bullish technical signal and consistent earnings beats in recent quarters. The company reported strong 2025 results with $61.28B revenue and $20.54B net income, though cash flow from operations was negative. Analyst consensus is positive with 9 buy ratings and no sell recommendations. Recent news highlights TD Auto Finance's industry recognition and AI-driven operational efficiencies.
The outlook is favorable given earnings momentum and dividend stability, but risks include volatile operating cash flows and high debt levels. Valuation metrics like P/E of 19.88 and P/B of 2.48 suggest reasonable pricing relative to peers, supporting a cautiously optimistic view for long-term investors.
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Super Micro Computer, Inc., commonly known as Supermicro, is a leading provider of high-performance and high-efficiency server technology and innovation. The company specializes in designing, manufacturing, and selling advanced server, storage, and networking solutions, primarily for data centers, cloud computing, artificial intelligence, and 5G/Edge computing markets. SMCI's modular architecture allows for the rapid delivery of customized and purpose-built solutions, making it a key player in the enterprise computing and specialized AI infrastructure space.
Read more on SMCI →Toronto-Dominion is one of Canada's two largest banks and operates three business segments: Canadian retail banking, U.S. retail banking, and wholesale banking. The bank's U.S. operations span from Maine to Florida, with a strong presence in the Northeast. It also has a 13% ownership stake in Charles Schwab.
Read more on TD →