MU vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
Micron Technology, Inc. · Technology
$455.07
-45.0% 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 |
MU |
SMCI |
| Current Price |
$455.07 |
$34.66 |
| Fair Value Estimate |
$250.29 |
$50.26 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$513.2B |
$20.8B |
| Forward P/E |
21.2x
|
11.6x
|
| EV / EBITDA |
13.8x
|
17.9x
|
| Price / Sales |
8.8x
|
0.6x
|
| Price / FCF |
49.9x
|
-3.0x
|
| Revenue Growth YoY |
+196.3%
|
+122.7%
|
| Gross Margin |
58.4%
|
8.4%
|
| Operating Margin |
48.5%
|
4.5%
|
| Return on Equity |
40.8%
|
26.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.0%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
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 |
MU |
SMCI |
| Zone Low |
$187.72 |
$37.70 |
| Zone High |
$212.75 |
$42.72 |
| In Buy Zone? |
No
|
Yes
|