AMZN vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Amazon.com, Inc. · Consumer Cyclical
$251.19
+18.5% upside to fair value
Med Conviction
Grade B
High Quality
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
AMZN has more upside to fair value
(+18.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMZN |
SMCI |
| Current Price |
$251.19 |
$43.26 |
| Fair Value Estimate |
$297.67 |
$41.44 |
| Upside to Fair Value |
+18.5%
|
-4.2%
|
| Market Cap |
$2,702.1B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
11.2x
|
8.9x
|
| Price / Sales |
3.5x
|
0.7x
|
| Price / FCF |
—
|
—
|
| Revenue Growth YoY |
+19.6%
|
+93.2%
|
| Gross Margin |
50.8%
|
10.8%
|
| Operating Margin |
12.1%
|
7.1%
|
| Return on Equity |
30.5%
|
25.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Amazon.com operates a vast global retail enterprise spanning online and physical stores, third-party seller services, advertising, subscription offerings, and Amazon Web Services, the world's largest cloud infrastructure provider. The business quality is high: trailing-twelve-month gross margin of 50.8%, operating margin of 12.1%, and net margin of 17.4% reflect a durable mix shift toward high-ma…
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
AMZN |
SMCI |
| Zone Low |
$223.25 |
$31.08 |
| Zone High |
$253.02 |
$35.22 |
| In Buy Zone? |
Yes
|
No
|