GLOBALFOUNDRIES Inc. (GFS) vs Super Micro Computer, Inc. (SMCI)

A side-by-side comparison of GLOBALFOUNDRIES Inc. and Super Micro Computer, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 23, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnGFS vs SMCI

growth of $100 · dividends reinvested · last 5y
GFS +3.7% (+0.7%/yr)SMCI +955.0% (+60.2%/yr)SMCI compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020222023202420252026$104$1,055
GFS SMCI

GFS vs SMCI: by the numbers

  • GFS is the larger company ($26.37B vs $24.09B market cap).
  • SMCI trades at the lower trailing earnings multiple (11.42 vs 37.54 P/E), one valuation lens rather than an overall verdict.
  • GFS converts more revenue to profit (10.32% vs 5.71% net margin).
  • SMCI grew revenue faster over the past five years (61.49% vs 5.97% CAGR).
  • GFS pays a dividend (0.25% yield), while SMCI has no payments in the available dividend history.

Metrics side by side

Valuation

MetricGFSSMCI
P/E ratio37.5411.42
Forward P/E24.8213.29
P/S ratio3.850.66
P/B ratio2.261.79
EV / EBITDA13.178.76
FCF yield2.98%N/A

Profitability

MetricGFSSMCI
Gross margin27.43%10.82%
Operating margin11.59%7.09%
Net margin10.32%5.71%
ROE6.06%15.40%
ROIC4.47%9.73%

Dividends

MetricGFSSMCI
Dividend yield0.25%N/A
Payout ratio7.55%N/A

Growth (annualized)

MetricGFSSMCI
Revenue CAGR (5Y)5.97%61.49%
EPS CAGR (5Y)N/A46.02%
FCF CAGR (5Y)35.25%N/A
Total return CAGR (5Y)N/A59.89%

Frequently asked

Which has the lower trailing P/E, GFS or SMCI?
SMCI has the lower trailing P/E: GFS trades at 37.54 and SMCI at 11.42. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, GFS or SMCI?
Over the past five years, SMCI grew revenue faster — GFS at a 5.97% CAGR versus SMCI at 61.49%.
Does GFS or SMCI pay a bigger dividend?
GFS pays a dividend (0.25% yield), while SMCI has no payments in the available dividend history.
Is GFS or SMCI more profitable?
GFS runs the higher net margin — GFS at 10.32% versus SMCI at 5.71%.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 23, 2026.