DHR vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Danaher Corporation and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-10.
Danaher Corporation · Healthcare
$195.98
+7.9% upside to fair value
Grade B
High Quality
VS
Super Micro Computer, Inc. · Technology
$30.66
+45.0% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+45.0%).
SMCI trades at a lower forward P/E
(14.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DHR |
SMCI |
| Current Price |
$195.98 |
$30.66 |
| Fair Value Estimate |
$211.54 |
$44.46 |
| Upside to Fair Value |
+7.9%
|
+45.0%
|
| Market Cap |
$138.7B |
$18.4B |
| Forward P/E |
37.8x
|
14.7x
|
| EV / EBITDA |
22.8x
|
13.6x
|
| Price / Sales |
5.6x
|
0.6x
|
| Price / FCF |
26.2x
|
-2.7x
|
| Revenue Growth YoY |
+3.7%
|
+122.7%
|
| Gross Margin |
60.7%
|
8.4%
|
| Operating Margin |
21.0%
|
4.5%
|
| Return on Equity |
7.1%
|
18.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.81%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Danaher Corporation operates in the healthcare sector, specifically in medical diagnostics and research, delivering high-quality products with a durable competitive moat supported by strong margins and consistent earnings growth. The company trades at a trailing and forward P/E of 37.76, which is relatively high but justified by its stable revenue growth of 3.7% and earnings growth of 7.9% in the…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a strong focus on AI infrastructure. The business quality is medium due to its founder-led management with over 30 years of tenure, a widening moat driven by systems engineering and close partnerships with Nvidia, and rapid revenue growth of 122.7% in the most recent quarter. However, the company f…
Accumulation Zones
| Metric |
DHR |
SMCI |
| Zone Low |
$158.66 |
$33.34 |
| Zone High |
$179.81 |
$37.79 |
| In Buy Zone? |
No
|
Yes
|