COMPARE · Reviewed July 29, 2026
SMCI vs TEL
Verdict: Side-by-side breakdown using the Bull Rankings model. SMCI scored 70.6, TEL scored 71.1 — TEL leads.
Compare another set
SMCI
Super Micro Computer, Inc.
70.6
$25.70 · $16.6B
fundamentals as of
Score gap
0.5
TEL leads
TEL
TE Connectivity plc
71.1
$206.95 · $60.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
SMCI
stronger →← stronger
TEL
53
Qualityreturns · margins · balance sheet
81
100
Growthrevenue & earnings expansion
84
66
Valuevaluation vs sector peers
52
SMCI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SMCI
TEL
-$6.8bF
FCF
$3.3bB
+56.2%A
Rev
+16.5%B+
1.21C
D/E
0.43B
0.5xA
P/S
—
0.91B+
PEG
0.89B+
—
P/E
20.3xB+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
SMCI
TEL
—
Price vs fair valuelower is cheaper
12% above
—
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
—
1-yr DCF upside
-21%
—
5-yr DCF upside
-11%
—
10-yr DCF upside
+6%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SMCI
Why this score
- Durable high returns
TEL
Why this score
- Buying back stock
- Raising its dividend
The companies
SMCISuper Micro Computer, Inc.
Why now
Computer Hardware · market cap $16.6b. Down 59% from 52-week high of $62.36 — deep drawdown territory. Revenue growing +56% — in hypergrowth territory. PEG 0.91 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Hold with a mean 1-yr target of $37.81 (implying +47% upside).
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Free cash flow is negative (-$6.8b) — capital raises or debt issuance likely required; dilution / leverage risk. Down 59% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.94 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
TELTE Connectivity plc
Why now
Electronic Components · market cap $60.0b. 18% off the 52-week high of $252.56. Revenue growing +17%, comfortably above the S&P median. PEG 0.89 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $249.55 (implying +21% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.