Super Micro Computer, Inc. (SMCI) vs Tower Semiconductor Ltd. (TSEM)

A side-by-side comparison of Super Micro Computer, Inc. and Tower Semiconductor Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 3, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — SMCI vs TSEM

growth of $100 · dividends reinvested · last 10y
SMCI +1841.8% (+34.5%/yr)TSEM +1510.0% (+32.0%/yr)SMCI compounded faster over this window
01k2k3k4k5kStart $10020182020202220242026$1,942$1,610
SMCI TSEM

SMCI vs TSEM: by the numbers

  • •SMCI is the larger company ($28.26B vs $27.18B market cap).
  • •SMCI trades at the lower trailing earnings multiple (13.40 vs 95.20 P/E), one valuation lens rather than an overall verdict.
  • •TSEM converts more revenue to profit (16.94% vs 5.71% net margin).
  • •SMCI grew revenue faster over the past five years (61.49% vs 4.61% CAGR).

Metrics side by side

Valuation

MetricSMCITSEM
P/E ratio13.4095.20
Forward P/E10.0761.88
PEG ratio0.314.62
P/S ratio0.7215.90
P/B ratio1.958.81
EV / EBITDA9.5645.47
FCF yieldN/A1.12%

Profitability

MetricSMCITSEM
Gross margin10.82%26.87%
Operating margin7.09%16.16%
Net margin5.71%16.94%
ROE15.40%9.38%
ROIC9.73%7.37%

Growth (annualized)

MetricSMCITSEM
Revenue CAGR (5Y)61.49%4.61%
EPS CAGR (5Y)46.02%20.30%
Total return CAGR (5Y)63.46%51.61%

Frequently asked

Which has the lower trailing P/E, SMCI or TSEM?
SMCI has the lower trailing P/E: SMCI trades at 13.40 and TSEM at 95.20. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, SMCI or TSEM?
Over the past five years, SMCI grew revenue faster — SMCI at a 61.49% CAGR versus TSEM at 4.61%.
Is SMCI or TSEM more profitable?
TSEM runs the higher net margin — SMCI at 5.71% versus TSEM at 16.94%.
How have SMCI and TSEM total returns compared?
Over the past 10 years, SMCI delivered 33.99% and TSEM delivered 31.83% annualized total return. Past performance doesn't predict future results.

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 October 3, 2026.