MAR vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Marriott International, Inc. · Consumer Cyclical
$377.93
-16.6% upside to fair value
Grade D
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
SMCI trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
SMCI |
| Current Price |
$377.93 |
$28.56 |
| Fair Value Estimate |
$315.15 |
$152.97 |
| Upside to Fair Value |
-16.6%
|
+435.6%
|
| Market Cap |
$100.2B |
$17.1B |
| Forward P/E |
39.0x
|
19.5x
|
| EV / EBITDA |
25.3x
|
15.0x
|
| Price / Sales |
3.8x
|
0.6x
|
| Price / FCF |
34.6x
|
38.9x
|
| Revenue Growth YoY |
+3.1%
|
+152.8%
|
| Gross Margin |
21.3%
|
8.0%
|
| Operating Margin |
15.8%
|
3.7%
|
| Return on Equity |
-79.9%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.89%
|
2.57%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Marriott International operates the world's largest hospitality portfolio with approximately 8,900 to 9,000 properties across 141 countries and over 30 brands, supported by the largest loyalty program with 203 to 210 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and network effects. However, despite steady revenue growth of 3.1% year-over-y…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a dominant focus on AI GPU platforms that now drive over 70% of its revenues. The company benefits from a founder-led management team with deep industry expertise and long tenure, and it has scaled rapidly with revenue growth exceeding 150% year-over-year. Despite this explosive growth, profitabilit…
Accumulation Zones
| Metric |
MAR |
SMCI |
| Zone Low |
$236.36 |
$114.73 |
| Zone High |
$267.88 |
$130.02 |
| In Buy Zone? |
No
|
Yes
|