GOOG vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Alphabet Inc. · Communication Services
$334.98
+15.8% 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
GOOG has more upside to fair value
(+15.8%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
SMCI |
| Current Price |
$334.98 |
$43.26 |
| Fair Value Estimate |
$387.82 |
$41.44 |
| Upside to Fair Value |
+15.8%
|
-4.2%
|
| Market Cap |
$4,065.3B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
8.9x
|
| Price / Sales |
9.1x
|
0.7x
|
| Price / FCF |
76.4x
|
—
|
| Revenue Growth YoY |
+24.2%
|
+93.2%
|
| Gross Margin |
60.9%
|
10.8%
|
| Operating Margin |
33.1%
|
7.1%
|
| Return on Equity |
50.8%
|
25.1%
|
| Dividend Yield |
0.26% |
0% |
| FCF Yield |
1.31%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
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 |
GOOG |
SMCI |
| Zone Low |
$290.87 |
$31.08 |
| Zone High |
$329.65 |
$35.22 |
| In Buy Zone? |
No
|
No
|