INTU vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
Intuit Inc. · Technology
$396.57
+45.0% upside to fair value
High Conviction
Grade A-
VS
Super Micro Computer, Inc. · Technology
$34.66
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
SMCI trades at a lower forward P/E
(11.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
SMCI |
| Current Price |
$396.57 |
$34.66 |
| Fair Value Estimate |
$575.03 |
$50.26 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$110.4B |
$20.8B |
| Forward P/E |
19.5x
|
11.6x
|
| EV / EBITDA |
19.0x
|
17.9x
|
| Price / Sales |
5.9x
|
0.6x
|
| Price / FCF |
18.1x
|
-3.0x
|
| Revenue Growth YoY |
+15.6%
|
+122.7%
|
| Gross Margin |
80.8%
|
8.4%
|
| Operating Margin |
26.1%
|
4.5%
|
| Return on Equity |
19.6%
|
26.0%
|
| Dividend Yield |
1.17% |
0% |
| FCF Yield |
5.51%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
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 |
INTU |
SMCI |
| Zone Low |
$431.27 |
$37.70 |
| Zone High |
$488.78 |
$42.72 |
| In Buy Zone? |
Yes
|
Yes
|