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 2026-04-18.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
SMCI trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
SMCI |
| Current Price |
$238.12 |
$28.56 |
| Fair Value Estimate |
$379.40 |
$152.97 |
| Upside to Fair Value |
+59.3%
|
+435.6%
|
| Market Cap |
$2,556.2B |
$17.1B |
| Forward P/E |
32.8x
|
19.5x
|
| EV / EBITDA |
15.9x
|
15.0x
|
| Price / Sales |
3.6x
|
0.6x
|
| Price / FCF |
332.2x
|
38.9x
|
| Revenue Growth YoY |
+18.4%
|
+152.8%
|
| Gross Margin |
50.3%
|
8.0%
|
| Operating Margin |
11.2%
|
3.7%
|
| Return on Equity |
21.9%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.3%
|
2.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a dominant focus on AI GPU platforms that now drive over 70% of its revenues. The company benefits from a founder-led management team with deep industry expertise and long tenure, and it has scaled rapidly with revenue growth exceeding 150% year-over-year. Despite this explosive growth, profitabilit…
Accumulation Zones
| Metric |
AMZN |
SMCI |
| Zone Low |
$284.55 |
$114.73 |
| Zone High |
$322.49 |
$130.02 |
| In Buy Zone? |
Yes
|
Yes
|