International Business Machines vs Super Micro Computer
IBM and SMCI side by side, both in computer and office equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How IBM and SMCI compare
International Business Machines is the larger company, worth 13 times as much as Super Micro Computer ($231B against $17.6B).
On earnings, Super Micro Computer is cheaper: it trades at 5.9× trailing earnings, against 20.9× for International Business Machines.
Super Micro Computer grew revenue faster over the last twelve months (156% versus 6.8% for International Business Machines).
International Business Machines keeps more of each dollar of sales as profit, with a net margin of 16.0% compared with 6.8% at Super Micro Computer.
International Business Machines pays a dividend yielding 2.1%; Super Micro Computer does not pay one.
Super Micro Computer scores higher on the StockData Score (21 against 17 for International Business Machines), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | IBM | SMCI |
|---|---|---|
| Size and price | ||
| Market cap | $231B | $17.6B |
| Share price | $244.67 | $26.86 |
| Change, 1 year | −22.0% | −29.1% |
| Change, 5 years | 111% | 537% |
| Beta (5Y) | 0.72 | 2.06 |
| Employees | – | 7,000 |
| StockData Score | ||
| Total score | 17 | 21 (better) |
| Valuation score | 3 | 6 (better) |
| Growth score | 3 | 6 (better) |
| Performance score | 5 | 6 (better) |
| Health score | 2 | 3 (better) |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 20.9× | 5.9× (better) |
| P/S | 3.3× | 0.3× (better) |
| P/B | 6.5× | 1.1× (better) |
| EV/EBITDA | – | 2.3× |
| P/FCF | 15.8× | – |
| PEG | 0.25 | 0.14 (better) |
| FCF yield | 6.3% (better) | −36.8% |
| Fair value | $256.28 | $118.23 |
| Margin of safety | 4.5% | 77.3% (better) |
| Growth | ||
| Revenue growth (TTM) | 6.8% | 156% (better) |
| Revenue growth, 5Y average | 4.1% | 61.5% (better) |
| Net income growth (TTM) | 41.3% | 361% (better) |
| EPS growth (TTM) | 40.3% | 265% (better) |
| EPS growth, 5Y average | 12.4% | 73.2% (better) |
| Profitability | ||
| Gross margin | 58.0% (better) | 11.7% |
| Operating margin | – | 8.6% |
| Net margin | 16.0% (better) | 6.8% |
| FCF margin | 21.0% (better) | −12.0% |
| Return on equity | 35.2% (better) | 32.4% |
| Return on invested capital | – | 64.3% |
| Financial health | ||
| Debt / equity | 1.99 | – |
| Interest coverage | – | 18.4× |
| Current ratio | 0.85 | 3.02 (better) |
| Altman Z-score | 2.99 | 3.51 (better) |
| Piotroski F-score | 7 (better) | 4 |
| Dividends and buybacks | ||
| Dividend yield | 2.1% | – |
| Payout ratio | 56.7% | – |
| Years of dividend growth | 9 | – |
| Dividend growth, 5Y average | 0.61% | – |
| Shareholder yield | 2.1% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 64.9% | 68.6% |
| Held by insiders | 0.10% | 12.6% |
| Insider net buying, 12 months | −$5.3M (better) | −$24.4M |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 1.9% | – |
Go deeper
- IBM stock overview
- IBM income statement
- IBM valuation and score
- SMCI stock overview
- SMCI income statement
- SMCI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.