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 August 20, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnSMCI vs TSEM

growth of $100 · dividends reinvested · last 10y
SMCI +1578.0% (+32.6%/yr)TSEM +1401.7% (+31.1%/yr)SMCI compounded faster over this window
01k2k3k4k5kStart $10020182020202220242026$1,678$1,502
SMCI TSEM

SMCI vs TSEM: by the numbers

  • TSEM is the larger company ($25.55B vs $23.66B market cap).
  • SMCI trades at the lower trailing earnings multiple (11.22 vs 89.51 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 ratio11.2289.51
Forward P/E13.0559.08
P/S ratio0.6515.16
P/B ratio1.768.40
EV / EBITDA8.6043.35
FCF yieldN/A1.18%

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%20.67%
Total return CAGR (5Y)60.09%52.48%

Frequently asked

Which has the lower trailing P/E, SMCI or TSEM?
SMCI has the lower trailing P/E: SMCI trades at 11.22 and TSEM at 89.51. 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 32.77% and TSEM delivered 31.08% 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 August 20, 2026.