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Stock Comparison · Single-driver result

Super Micro Computer vs Umicore: Which Stock Looks Stronger in 2026?

Umicore leads structurally, with growth as the clearest single gap between the two profiles. Super Micro Computer still has the edge on stability, which keeps the comparison from looking entirely one-sided. On the market side, Umicore is in better shape — its trend is intact while Super Micro Computer's trend has broken down. That puts structure and market broadly in agreement — Umicore's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

Growth still does most of the heavy lifting in this comparison.

Trajectory Similarity
0.70
Moderately similar
Peer-set rank: #9
within Super Micro Computer, Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

The pair shares a valid long-term profile match, but the trajectories are not especially close.

The match is driven mainly by operating margin level and capital structure.

Similarity drivers
operating margin levelcapital structure
What reduces the match
revenue growth trajectory
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
SMCI
Super Micro Computer, Inc.
47
Peer-Score
Signal qualityMedium
vs
UMI.BR
Umicore SA
53
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in growth.

Dimension spread: SMCI vs UMI.BR Profitability 7 13 Stability 26 13 Valuation 82 87 Growth 75 100 SMCI UMI.BR
Gap Ranking
#1 Growth +25
#2 Stability +13
#3 Profitability +6
#4 Valuation +5
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for SMCI and UMI.BR Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer SMCIUMI.BR Relative valuation Structural strength

The structural gap is limited here, but current pricing still leans against Super Micro Computer, Inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Growth
Both look solid on growth, though Umicore SA still holds the stronger peer position.
Stability
Both sit in the weaker half on stability, with Super Micro Computer, Inc. still coming out ahead.
Growth — Dominant Gap
SMCI
75
UMI.BR
100
Gap+25in favour of UMI.BR

The clearest distance comes from a stronger growth profile.

What keeps the gap from being one-sided

A meaningful counterforce remains in stability, which keeps the comparison from looking completely one-sided.

What this means for the comparison

The main read on growth is clearer than the broader score gap.

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Explore how SMCI and UMI.BR each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.