Supermicro vs Sandisk
Supermicro reported revenue of $39.1 billion in fiscal 2026, 1.9 times Sandisk's $20.2 billion in fiscal 2026. Supermicro's revenue grew 77.8% in its latest year, and Sandisk's grew 175.3%. Supermicro had an operating margin of 7.1%, against 61.2% at Sandisk. Free cash flow was −$7.0 billion at Supermicro and $11.5 billion at Sandisk. Their fiscal years end in different months (June 30 and July 3), so the periods don't line up exactly.
Side by side
| Supermicro | Sandisk | |
|---|---|---|
| Latest fiscal year | FY2026, Jun 30, 2026 | FY2026, Jul 3, 2026 |
| Revenue | $39.1B | $20.2B |
| Revenue growth | 77.8% | 175.3% |
| Revenue growth a year, last 5 years | 61.5% | — |
| Gross margin | 10.8% | 71.5% |
| Operating margin | 7.1% | 61.2% |
| Net margin | 5.7% | 56.5% |
| Free cash flow | −$7.0B | $11.5B |
| Free cash flow margin | −17.9% | 56.8% |
| Return on capital | — | 105.9% |
| Net debt to EBITDA | — | −0.4x |
| Dividends and buybacks | $0M | $4.5B |
| Change in diluted share count | 11.0% | 6.9% |
| Last close | $32.69 | $1,255.58 |
| P/E at the last close | 10.0× | 17.0× |
| Insider trades, last 12 months | sold $15.7 million | sold $133.8 million |
| Piotroski F-score | — | 7 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
SupermicroSandisk
Operating margin
Percent of revenue
SupermicroSandisk
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
SupermicroSandisk
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Supermicro and Sandisk pages.