SMCI

Super Micro Computer Inc

TMT


Presented:03/02/2023
Price:$98.37
Cap:$5.28B
Current Price:$47.76
Cap:$27.97B

Presented

Date03/02/2023
Price$98.37
Market Cap$5.28B
Ent Value$4.50B
P/E Ratio9.35x
Book Value$34.06
Div Yield0%
Shares O/S53.64M
Ave Daily Vol1,534,451
Short IntN/A

Current

Price$47.76
Market Cap$27.97B
Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Publicly traded companies mentioned herein: SuperMicro (SMCI)

Highlights

The presenter is long SuperMicro (SMCI), a Silicon Valley-based provider of optimized high performance and high-efficiency servers and storage systems for enterprise data centers, cloud computing, artificial intelligence, 5G and edge computing. Shares have quadrupled in the past four years and the stock now trades ~$100/share with a market cap of $5.3B. Over this time EPS has grown from $2 to $11, yet the shares are trading at less than 10x EPS. The presenter believes the shares are positioned to double again from a combination of organic earnings growth and multiple expansion. 

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Idea Discussion

Commentor 1 - 2 weeks ago

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