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 2026-05-07.
Alphabet Inc. · Communication Services
$339.40
-6.2% upside to fair value
Grade D
High Quality
VS
Super Micro Computer, Inc. · Technology
$34.66
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
SMCI has more upside to fair value
(+45.0%).
SMCI trades at a lower forward P/E
(11.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
SMCI |
| Current Price |
$339.40 |
$34.66 |
| Fair Value Estimate |
$318.47 |
$50.26 |
| Upside to Fair Value |
-6.2%
|
+45.0%
|
| Market Cap |
$4,105.7B |
$20.8B |
| Forward P/E |
31.2x
|
11.6x
|
| EV / EBITDA |
23.1x
|
17.9x
|
| Price / Sales |
10.3x
|
0.6x
|
| Price / FCF |
56.4x
|
-3.0x
|
| Revenue Growth YoY |
+11.3%
|
+122.7%
|
| Gross Margin |
59.7%
|
8.4%
|
| Operating Margin |
32.0%
|
4.5%
|
| Return on Equity |
35.0%
|
26.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.77%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a dominant 97% revenue share from this segment driven by AI and cloud infrastructure demand. The company benefits from a founder-led management team with deep engineering expertise and strong insider ownership of approximately 46-48%, aligning interests with shareholders. Despite explosive revenue …
Accumulation Zones
| Metric |
GOOG |
SMCI |
| Zone Low |
$238.85 |
$37.70 |
| Zone High |
$270.70 |
$42.72 |
| In Buy Zone? |
No
|
Yes
|