BA vs SMCI: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
SMCI |
| Current Price |
$201.15 |
$43.26 |
| Fair Value Estimate |
$265.00 |
$41.44 |
| Upside to Fair Value |
+31.7%
|
-4.2%
|
| Market Cap |
$159.0B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
8.9x
|
| Price / Sales |
1.7x
|
0.7x
|
| Price / FCF |
—
|
—
|
| Revenue Growth YoY |
+8.0%
|
+93.2%
|
| Gross Margin |
4.7%
|
10.8%
|
| Operating Margin |
-5.4%
|
7.1%
|
| Return on Equity |
104.8%
|
25.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
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 |
BA |
SMCI |
| Zone Low |
$198.75 |
$31.08 |
| Zone High |
$225.25 |
$35.22 |
| In Buy Zone? |
Yes
|
No
|