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BESIY vs. SMCI
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BESIY vs. SMCI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BE Semiconductor Industries NV ADR (BESIY) and Super Micro Computer, Inc. (SMCI). The values are adjusted to include any dividend payments, if applicable.

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BESIY vs. SMCI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BESIY
BE Semiconductor Industries NV ADR
39.10%17.03%-7.84%167.54%-26.36%46.32%57.24%92.31%-46.43%164.12%
SMCI
Super Micro Computer, Inc.
-23.10%-3.97%7.23%246.24%86.80%38.82%31.81%74.06%-34.07%-25.38%

Fundamentals

Market Cap

BESIY:

$17.34B

SMCI:

$15.17B

EPS

BESIY:

$1.62

SMCI:

$1.33

PE Ratio

BESIY:

134.20

SMCI:

16.87

PS Ratio

BESIY:

29.86

SMCI:

0.52

PB Ratio

BESIY:

41.66

SMCI:

2.17

Total Revenue (TTM)

BESIY:

$589.47M

SMCI:

$28.06B

Gross Profit (TTM)

BESIY:

$367.50M

SMCI:

$2.25B

EBITDA (TTM)

BESIY:

$215.48M

SMCI:

$782.10M

Returns By Period

In the year-to-date period, BESIY achieves a 39.10% return, which is significantly higher than SMCI's -23.10% return. Over the past 10 years, BESIY has outperformed SMCI with an annualized return of 35.59%, while SMCI has yielded a comparatively lower 20.63% annualized return.


BESIY

1D
1.78%
1M
-1.97%
YTD
39.10%
6M
46.18%
1Y
112.79%
3Y*
39.27%
5Y*
24.65%
10Y*
35.59%

SMCI

1D
-1.14%
1M
-29.28%
YTD
-23.10%
6M
-57.03%
1Y
-35.78%
3Y*
28.31%
5Y*
41.56%
10Y*
20.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BESIY vs. SMCI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BESIY
BESIY Risk / Return Rank: 9090
Overall Rank
BESIY Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
BESIY Sortino Ratio Rank: 8686
Sortino Ratio Rank
BESIY Omega Ratio Rank: 8787
Omega Ratio Rank
BESIY Calmar Ratio Rank: 9393
Calmar Ratio Rank
BESIY Martin Ratio Rank: 9393
Martin Ratio Rank

SMCI
SMCI Risk / Return Rank: 2323
Overall Rank
SMCI Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
SMCI Sortino Ratio Rank: 2424
Sortino Ratio Rank
SMCI Omega Ratio Rank: 2424
Omega Ratio Rank
SMCI Calmar Ratio Rank: 2424
Calmar Ratio Rank
SMCI Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BESIY vs. SMCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BE Semiconductor Industries NV ADR (BESIY) and Super Micro Computer, Inc. (SMCI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BESIYSMCIDifference

Sharpe ratio

Return per unit of total volatility

2.05

-0.45

+2.50

Sortino ratio

Return per unit of downside risk

2.58

-0.20

+2.77

Omega ratio

Gain probability vs. loss probability

1.36

0.97

+0.38

Calmar ratio

Return relative to maximum drawdown

4.91

-0.52

+5.43

Martin ratio

Return relative to average drawdown

14.13

-1.03

+15.16

BESIY vs. SMCI - Sharpe Ratio Comparison

The current BESIY Sharpe Ratio is 2.05, which is higher than the SMCI Sharpe Ratio of -0.45. The chart below compares the historical Sharpe Ratios of BESIY and SMCI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BESIYSMCIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.05

-0.45

+2.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.50

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.30

+0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.30

+0.28

Correlation

The correlation between BESIY and SMCI is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

BESIY vs. SMCI - Dividend Comparison

BESIY's dividend yield for the trailing twelve months is around 1.14%, while SMCI has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
BESIY
BE Semiconductor Industries NV ADR
1.14%1.59%1.67%2.07%6.00%2.44%1.66%4.12%13.32%2.37%1.42%7.74%
SMCI
Super Micro Computer, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BESIY vs. SMCI - Drawdown Comparison

The maximum BESIY drawdown since its inception was -78.79%, smaller than the maximum SMCI drawdown of -84.84%. Use the drawdown chart below to compare losses from any high point for BESIY and SMCI.


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Drawdown Indicators


BESIYSMCIDifference

Max Drawdown

Largest peak-to-trough decline

-78.79%

-84.84%

+6.05%

Max Drawdown (1Y)

Largest decline over 1 year

-23.40%

-66.18%

+42.78%

Max Drawdown (5Y)

Largest decline over 5 years

-56.12%

-84.84%

+28.72%

Max Drawdown (10Y)

Largest decline over 10 years

-64.02%

-84.84%

+20.82%

Current Drawdown

Current decline from peak

-7.21%

-81.05%

+73.84%

Average Drawdown

Average peak-to-trough decline

-22.55%

-31.56%

+9.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.14%

33.24%

-25.10%

Volatility

BESIY vs. SMCI - Volatility Comparison

The current volatility for BE Semiconductor Industries NV ADR (BESIY) is 27.11%, while Super Micro Computer, Inc. (SMCI) has a volatility of 45.01%. This indicates that BESIY experiences smaller price fluctuations and is considered to be less risky than SMCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BESIYSMCIDifference

Volatility (1M)

Calculated over the trailing 1-month period

27.11%

45.01%

-17.90%

Volatility (6M)

Calculated over the trailing 6-month period

42.10%

62.35%

-20.25%

Volatility (1Y)

Calculated over the trailing 1-year period

55.29%

79.49%

-24.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.58%

83.60%

-31.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.71%

69.68%

-20.97%

Financials

BESIY vs. SMCI - Financials Comparison

This section allows you to compare key financial metrics between BE Semiconductor Industries NV ADR and Super Micro Computer, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00B12.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
164.79M
12.68B
(BESIY) Total Revenue
(SMCI) Total Revenue
Values in USD except per share items

BESIY vs. SMCI - Profitability Comparison

The chart below illustrates the profitability comparison between BE Semiconductor Industries NV ADR and Super Micro Computer, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
63.9%
6.3%
Portfolio components
BESIY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BE Semiconductor Industries NV ADR reported a gross profit of 105.24M and revenue of 164.79M. Therefore, the gross margin over that period was 63.9%.

SMCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Super Micro Computer, Inc. reported a gross profit of 798.57M and revenue of 12.68B. Therefore, the gross margin over that period was 6.3%.

BESIY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BE Semiconductor Industries NV ADR reported an operating income of 55.68M and revenue of 164.79M, resulting in an operating margin of 33.8%.

SMCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Super Micro Computer, Inc. reported an operating income of 474.30M and revenue of 12.68B, resulting in an operating margin of 3.7%.

BESIY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BE Semiconductor Industries NV ADR reported a net income of 42.40M and revenue of 164.79M, resulting in a net margin of 25.7%.

SMCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Super Micro Computer, Inc. reported a net income of 400.56M and revenue of 12.68B, resulting in a net margin of 3.2%.