On the filings, Super Micro (SMCI) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it HOLD.
Cheap AI-server play with explosive revenue, but thinning margins and unresolved internal-control weaknesses temper conviction.
Juniper-fueled growth masks a GAAP profit collapse and drained cash — undemanding on sales, but unproven post-merger; own, don't add.
| Metric | SMCI | HPE |
|---|---|---|
| Fundamentals score | 68 | 55 |
| Revenue growth (YoY) | +46.6% | +13.8% |
| Net income growth (YoY) | -9.0% | -97.8% |
| Net margin | 4.8% | 0.2% |
| Return on equity | 16.6% | 0.2% |
| ROIC (est.) | 15.0% | -0.7% |
| Liabilities / Equity | 1.22 | 0.58 |
| Piotroski F-score | 6 / 9 | 4 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 4:42 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 11:49 AM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.