Super Micro Computer Inc (SMCI)vsWells Fargo & Company (WFC)
SMCI
Super Micro Computer Inc
$41.30
-5.48%
TECHNOLOGY · Cap: $27.72B
WFC
Wells Fargo & Company
$77.54
-0.96%
FINANCIAL SERVICES · Cap: $225.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Wells Fargo & Company generates 141% more annual revenue ($81.14B vs $33.70B). WFC leads profitability with a 26.7% profit margin vs 3.7%. SMCI appears more attractively valued with a PEG of 0.91. WFC earns a higher WallStSmart Score of 74/100 (B).
SMCI
Strong Buy71
out of 100
Grade: B
WFC
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 122.7% year-over-year
Earnings expanding 326.0% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Mega-cap, among the largest globally
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 27 of every $100 in revenue as profit
Strong operational efficiency at 29.4%
Generating 9.1B in free cash flow
Areas to Watch
3.7% margin — thin
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : SMCI
The strongest argument for SMCI centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 122.7% demonstrates continued momentum. PEG of 0.91 suggests the stock is reasonably priced for its growth.
Bull Case : WFC
The strongest argument for WFC centers on Market Cap, P/E Ratio, Price/Book. Profitability is solid with margins at 26.7% and operating margin at 29.4%. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : SMCI
The primary concerns for SMCI are Profit Margin, Piotroski F-Score, Free Cash Flow. Thin 3.7% margins leave little buffer for downturns.
Bear Case : WFC
The primary concerns for WFC are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.53 is elevated, increasing financial risk.
Key Dynamics to Monitor
SMCI profiles as a hypergrowth stock while WFC is a mature play — different risk/reward profiles.
SMCI carries more volatility with a beta of 1.68 — expect wider price swings.
SMCI is growing revenue faster at 122.7% — sustainability is the question.
WFC generates stronger free cash flow (9.1B), providing more financial flexibility.
Bottom Line
WFC scores higher overall (74/100 vs 71/100), backed by strong 26.7% margins. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Super Micro Computer Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Super Micro Computer, Inc. develops and manufactures high-performance server and storage solutions based on an open, modular architecture. The company is headquartered in San Jose, California.
Visit Website →Wells Fargo & Company
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Wells Fargo & Company is an American multinational financial services company with corporate headquarters in San Francisco, California, operational headquarters in Manhattan, and managerial offices throughout the United States and overseas.
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