Super Micro Computer Inc vs Western Digital Corp — how do they compare? Super Micro Computer Inc trades at $29.66 (market cap $15.41B), while Western Digital Corp trades at $552.66 (market cap $168.00B). The key difference: Western Digital Corp is far larger — about 10.9× Super Micro Computer Inc's market cap, and Western Digital Corp pays a 0.12% dividend while Super Micro Computer Inc pays none. Which is the better fit depends on your goals.
| SMCI | WDC | |
|---|---|---|
Market Cap | $15.41B | $168.00B |
Sector | Technology | Technology |
52-Week High | $60.71 | $746.23 |
52-Week Low | $20.53 | $67.06 |
Enterprise Value | $22.93B | $166.35B |
Dividend Yield | — | 0.12% |
Signals from Pluang's Aura AI — not financial advice
Super Micro Computer (SMCI) trades at $23.83, down 1.41% on the day, with a bearish technical signal despite recent earnings beats. Valuation ratios appear attractive with a P/E of 12.73 and P/S of 0.48, but cash flow trends show strain with a projected negative net cash flow of $1.2B in 2026. The company is expanding its liquid cooling portfolio for AI data centers, but faces investor concerns over inventory growth and competitive pressures.
The outlook is mixed: strong AI demand and low valuations offer upside potential, but cash flow volatility, rising competition, and a Taiwan regulatory probe pose significant risks. Analyst consensus is cautious with a $36.71 price target, reflecting 54% upside, yet hold ratings dominate at 56% due to near-term execution challenges.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
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 →Western Digital is a vertically integrated supplier of data storage solutions, spanning both hard disk drives and solid-state drives. In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia.
Read more on WDC →