MSFT vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Microsoft Corporation and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Microsoft Corporation · Technology
$497.12
+41.3% upside to fair value
High Conviction
Grade A
High Quality
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MSFT has more upside to fair value
(+41.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
SMCI |
| Current Price |
$497.12 |
$43.26 |
| Fair Value Estimate |
$702.35 |
$41.44 |
| Upside to Fair Value |
+41.3%
|
-4.2%
|
| Market Cap |
$3,691.4B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
18.3x
|
8.9x
|
| Price / Sales |
11.1x
|
0.7x
|
| Price / FCF |
55.1x
|
—
|
| Revenue Growth YoY |
+17.7%
|
+93.2%
|
| Gross Margin |
67.9%
|
10.8%
|
| Operating Margin |
46.8%
|
7.1%
|
| Return on Equity |
33.2%
|
25.1%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
1.81%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Microsoft is a global infrastructure-software platform spanning Azure, Microsoft 365, security, Dynamics, Windows, GitHub and AI copilots, with high business quality supported by enterprise distribution, explicitly cited switching costs, a $678 billion commercial RPO balance, 67.9% TTM gross margin, 46.8% TTM operating margin, 40.3% TTM net margin and 33.2% ROE. Revenue grew 17.7% and earnings gr…
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 |
MSFT |
SMCI |
| Zone Low |
$526.76 |
$31.08 |
| Zone High |
$597.00 |
$35.22 |
| In Buy Zone? |
Yes
|
No
|