Nvidia vs Supermicro (NVDA vs SMCI)
Nvidia (NVDA) vs Supermicro (SMCI) in plain English: P/E, growth, margins, debt and dividend side by side, key differences and which fits each investor profile.
Nvidia (NVDA) and Supermicro (SMCI) are companies from different sectors (semiconductors and hardware and devices) that many people compare. Here are Nvidia and Supermicro side by side with their real figures as of November 4, 2026: what sets them apart, which fits each kind of investor and the most common questions, without telling you whether to buy Nvidia or Supermicro.
Nvidia vs Supermicro: the figures
| Figure | Nvidia | Supermicro |
|---|---|---|
| Share price | $200.13 (November 4, 2026) | $29.60 (November 4, 2026) |
| Market cap | $4.83 trillion | $19.4 billion |
| P/E (TTM) | 25.3x | 6.2x |
| Forward P/E | 12.6x | 5.1x |
| Revenue growth (quarter) | +105.9% | +93.2% |
| Net margin (TTM) | 63.7% | 5.7% |
| Net debt / EBITDA | Net cash | 0.6x |
| Dividend yield | 0.48% | 0.00% |
| Beta | 2.25 | 2.18 |
Nvidia and Supermicro figures from Yahoo Finance, the same source the Fintols analysis uses, retrieved on November 4, 2026; N/A means that Nvidia or Supermicro figure is not available, and we never estimate it.
3 key differences between Nvidia and Supermicro
- Valuation: Nvidia trades at 25.3x its annual earnings and Supermicro at 6.2x; the market pays more for each dollar of Nvidia profit, usually because it expects more growth.
- Profitability: for every 100 of sales, Nvidia keeps 63.7 as net profit and Supermicro keeps 5.7.
- Size: Nvidia is worth $4.83 trillion on the stock market, about 248.5 times Supermicro ($19.4 billion).
Nvidia or Supermicro: which fits your profile
- If you want growth: Nvidia is growing faster today, so it fits better with investors who put business growth first, usually accepting a higher P/E and a bumpier ride.
- If you want income (dividends): Nvidia pays the higher dividend relative to its price.
- If you prefer caution: Nvidia has less debt relative to its profit, which usually gives more room in a bad year.
- If price is what matters most to you: Supermicro trades on the lower P/E; check first whether that is an opportunity or a sign of a business that grows less.
Neither Nvidia nor Supermicro wins on everything, and owning both is also an option: spreading money across several companies or an index fund reduces what rides on each one.
How Nvidia and Supermicro make money
Nvidia (NVDA)
Nvidia designs chips and relies on partners like TSMC to manufacture them. Data Center is by far its largest revenue source, selling AI accelerators such as Blackwell and networking gear to cloud providers and enterprises. The rest comes from Gaming with GeForce graphics cards, Professional Visualization and Automotive. Full Nvidia analysis.
Supermicro (SMCI)
Super Micro Computer designs and assembles servers and storage systems, especially AI servers built on Nvidia and AMD chips with liquid cooling. It splits sales between server and storage systems, which make up the bulk of revenue, and subsystems and accessories. Customers include cloud providers, AI companies and data center operators. Full Supermicro analysis.
Frequently asked questions: Nvidia vs Supermicro
Is Nvidia or Supermicro the better stock?
Choosing between Nvidia and Supermicro depends on what you are looking for. Nvidia is growing faster right now, and Supermicro trades on the lower P/E. Fintols does not tell you whether to buy Nvidia or Supermicro: it shows you the differences so you can decide.
Which pays a higher dividend, Nvidia or Supermicro?
As of November 4, 2026, Nvidia yields 0.48% and Supermicro pays none. Also check how much of their profit Nvidia and Supermicro pay out: if it is more than they earn, it cannot last.
Which is more expensive, Nvidia or Supermicro?
On P/E, Nvidia (25.3x) is more expensive than Supermicro (6.2x) as of November 4, 2026. A higher P/E can be justified if earnings grow faster, so compare it with each company's growth in the table.
Can I own both Nvidia and Supermicro?
Yes. Many people spread their money across several companies, such as Nvidia and Supermicro, or use index funds so they do not depend on just one. If you are starting out, decide how much you want to invest and for how long before buying Nvidia or Supermicro.
More comparisons with Nvidia or Supermicro
More companies like Nvidia and Supermicro: semiconductors stocks and hardware and devices stocks. Educational content about Nvidia and Supermicro, not investment advice.