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Side-by-side financial comparison of Supermicro (SMCI) and Visa Inc. (V). Click either name above to swap in a different company.
Visa Inc. is the larger business by last-quarter revenue ($11.2B vs $10.2B, roughly 1.1× Supermicro). Visa Inc. runs the higher net margin — 53.4% vs 4.7%, a 48.7% gap on every dollar of revenue. On growth, Supermicro posted the faster year-over-year revenue change (122.7% vs 17.0%). Over the past eight quarters, Supermicro's revenue compounded faster (38.3% CAGR vs 8.1%).
Super Micro Computer, Inc., doing business as Supermicro, is an American information technology company based in San Jose, California. The company is one of the largest producers of high-performance and high-efficiency servers, while also providing server management software, and storage systems for various markets, including enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing.
Visa Inc. is an American multinational payment card services corporation headquartered in San Francisco, California. It facilitates electronic funds transfers throughout the world, most commonly through Visa-branded credit cards, debit cards and prepaid cards.
SMCI vs V — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $10.2B | $11.2B |
| Net Profit | $483.4M | $6.0B |
| Gross Margin | 9.9% | — |
| Operating Margin | 6.1% | 64.4% |
| Net Margin | 4.7% | 53.4% |
| Revenue YoY | 122.7% | 17.0% |
| Net Profit YoY | 344.4% | 32.0% |
| EPS (diluted) | $0.72 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q2 26 | — | $11.2B | ||
| Q1 26 | $10.2B | — | ||
| Q4 25 | $12.7B | $10.9B | ||
| Q3 25 | $5.0B | $10.7B | ||
| Q2 25 | $5.8B | $10.2B | ||
| Q1 25 | $4.6B | $9.6B | ||
| Q4 24 | $5.7B | $9.5B | ||
| Q3 24 | $5.9B | $9.6B |
| Q2 26 | — | $6.0B | ||
| Q1 26 | $483.4M | — | ||
| Q4 25 | $400.6M | $5.9B | ||
| Q3 25 | $168.3M | $5.1B | ||
| Q2 25 | $195.2M | $5.3B | ||
| Q1 25 | $108.8M | $4.6B | ||
| Q4 24 | $320.6M | $5.1B | ||
| Q3 24 | $424.3M | $5.3B |
| Q2 26 | — | — | ||
| Q1 26 | 9.9% | — | ||
| Q4 25 | 6.3% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 9.6% | — | ||
| Q4 24 | 11.8% | — | ||
| Q3 24 | 13.1% | — |
| Q2 26 | — | 64.4% | ||
| Q1 26 | 6.1% | — | ||
| Q4 25 | 3.7% | 61.8% | ||
| Q3 25 | 3.6% | 57.3% | ||
| Q2 25 | 4.0% | 60.7% | ||
| Q1 25 | 3.2% | 56.6% | ||
| Q4 24 | 6.5% | 65.6% | ||
| Q3 24 | 8.6% | 66.0% |
| Q2 26 | — | 53.4% | ||
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.2% | 53.7% | ||
| Q3 25 | 3.4% | 47.5% | ||
| Q2 25 | 3.4% | 51.8% | ||
| Q1 25 | 2.4% | 47.7% | ||
| Q4 24 | 5.6% | 53.8% | ||
| Q3 24 | 7.1% | 55.3% |
| Q2 26 | — | — | ||
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.60 | — | ||
| Q3 25 | $0.26 | — | ||
| Q2 25 | $0.33 | — | ||
| Q1 25 | $0.17 | — | ||
| Q4 24 | $0.51 | — | ||
| Q3 24 | $0.67 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3B | $12.4B |
| Total DebtLower is stronger | — | $22.4B |
| Stockholders' EquityBook value | $7.6B | $35.7B |
| Total Assets | $23.5B | $95.0B |
| Debt / EquityLower = less leverage | — | 0.63× |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | $12.4B | ||
| Q1 26 | $1.3B | — | ||
| Q4 25 | $4.1B | $14.8B | ||
| Q3 25 | $4.2B | $17.2B | ||
| Q2 25 | $5.2B | $17.1B | ||
| Q1 25 | $2.5B | $11.7B | ||
| Q4 24 | $1.4B | $12.4B | ||
| Q3 24 | $2.1B | $12.0B |
| Q2 26 | — | $22.4B | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
| Q2 26 | — | $35.7B | ||
| Q1 26 | $7.6B | — | ||
| Q4 25 | $7.0B | $38.8B | ||
| Q3 25 | $6.5B | $37.9B | ||
| Q2 25 | $6.3B | $38.7B | ||
| Q1 25 | $6.4B | $38.0B | ||
| Q4 24 | $6.2B | $38.3B | ||
| Q3 24 | $5.9B | $39.1B |
| Q2 26 | — | $95.0B | ||
| Q1 26 | $23.5B | — | ||
| Q4 25 | $28.0B | $96.8B | ||
| Q3 25 | $14.4B | $99.6B | ||
| Q2 25 | $14.0B | $100.0B | ||
| Q1 25 | $10.7B | $92.9B | ||
| Q4 24 | $9.7B | $91.9B | ||
| Q3 24 | $10.9B | $94.5B |
| Q2 26 | — | 0.63× | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SMCI
Segment breakdown not available.
V
| Data processing revenue | $5.5B | 49% |
| International transaction revenue | $3.6B | 32% |
| Other revenue | $1.3B | 12% |
| Other | $736.0M | 7% |
