Super Micro Computer, Inc. (SMCI) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 5YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 5Y.
- Score
- 61/100
- 5Y CAGR
- 45.8%
- Median YoY
- 46.3%
- YoY volatility
- σ 93.0pp· choppy
- Quarters ≥ 20%
- 13 of 20
- Negative quarters
- 3
- Valuation vs own 5Y history
- P/S 0.5x · 5Y median 0.9x · 13th percentile
How this score is computed
- Quarters at or above 20%: 13 of 20 → 26 of 40 pts
- Steadiness (typical swing 93.0pp) → 0 of 25 pts
- Pace (median 46.3% YoY) → 20 of 20 pts
- Latest quarter (122.7% YoY) → 15 of 15 pts
- Score: 61 of 100
Annual revenue · last 11 fiscal years
Quarterly YoY revenue growth vs the 20% line · 5Y
P/S multiple vs its 5Y median · context only
Across metrics · 5Y
| Metric | 5Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 45.8% | 46.3% | 93.0pp | 13 of 20 | 3 |
| EPSEPS | 60.1% | 50% | 177.4pp | 12 of 20 | 6 |
| Op cash flowOperating cash flow | — | — | — | — | — |
| EBITDAEBITDA | 63% | 33.9% | 168.7pp | 14 of 20 | 5 |
| FCFFree cash flow | — | — | — | — | — |
Reported figures over 5Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: SMCI on the compounders surface · All compounders, ranked
About Super Micro Computer, Inc.
Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company provides liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also offers workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company provides remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. Further, the company identifies service requirements; creates and executes project plans; conducts verification testing; offers training; and provides technical documentation. Additionally, it offers rack level services from design to deployment for full rack and cluster level deployments of AI and HPC datacenters; help desk services and on-site product support; and warranties, maintenance, and technical support services. The company serves enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing markets through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.
- Sector
- Technology
- Industry
- Computer Hardware
- CEO
- Charles Liang