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 2026-04-18.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
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 |
BA |
SMCI |
| Current Price |
$217.63 |
$28.56 |
| Fair Value Estimate |
$260.00 |
$152.97 |
| Upside to Fair Value |
+19.5%
|
+435.6%
|
| Market Cap |
$170.9B |
$17.1B |
| Forward P/E |
74.0x
|
19.5x
|
| EV / EBITDA |
28.4x
|
15.0x
|
| Price / Sales |
1.9x
|
0.6x
|
| Price / FCF |
-88.2x
|
38.9x
|
| Revenue Growth YoY |
+34.5%
|
+152.8%
|
| Gross Margin |
4.8%
|
8.0%
|
| Operating Margin |
-6.1%
|
3.7%
|
| Return on Equity |
41.0%
|
13.3%
|
| Dividend Yield |
0.2% |
0% |
| FCF Yield |
-1.1%
|
2.57%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
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 |
BA |
SMCI |
| Zone Low |
$195.00 |
$114.73 |
| Zone High |
$221.00 |
$130.02 |
| In Buy Zone? |
Yes
|
Yes
|