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 2026-09-26.
Danaher Corporation · Healthcare
$221.12
+29.6% 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
DHR has more upside to fair value
(+29.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DHR |
SMCI |
| Current Price |
$221.12 |
$43.26 |
| Fair Value Estimate |
$286.52 |
$41.44 |
| Upside to Fair Value |
+29.6%
|
-4.2%
|
| Market Cap |
$155.4B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
24.8x
|
8.9x
|
| Price / Sales |
6.2x
|
0.7x
|
| Price / FCF |
28.5x
|
—
|
| Revenue Growth YoY |
+5.5%
|
+93.2%
|
| Gross Margin |
58.5%
|
10.8%
|
| Operating Margin |
20.4%
|
7.1%
|
| Return on Equity |
7.7%
|
25.1%
|
| Dividend Yield |
0.65% |
0% |
| FCF Yield |
3.51%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Danaher is a diversified life-sciences and diagnostics platform spanning three segments: Life Sciences (mass spectrometers, flow cytometry, genomics, bioprocess technologies), Diagnostics (chemistry, immunoassay, microbiology, hematology, molecular and pathology systems), and Environmental & Applied Solutions (water quality and product-identification instrumentation). The business quality is high…
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 |
DHR |
SMCI |
| Zone Low |
$214.89 |
$31.08 |
| Zone High |
$243.54 |
$35.22 |
| In Buy Zone? |
Yes
|
No
|