NFLX vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Netflix, Inc. · Communication Services
$76.41
+44.0% 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
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
SMCI |
| Current Price |
$76.41 |
$43.26 |
| Fair Value Estimate |
$110.00 |
$41.44 |
| Upside to Fair Value |
+44.0%
|
-4.2%
|
| Market Cap |
$318.2B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.6x
|
8.9x
|
| Price / Sales |
6.6x
|
0.7x
|
| Price / FCF |
29.1x
|
—
|
| Revenue Growth YoY |
+13.4%
|
+93.2%
|
| Gross Margin |
49.1%
|
10.8%
|
| Operating Margin |
29.7%
|
7.1%
|
| Return on Equity |
48.0%
|
25.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.44%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
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 |
NFLX |
SMCI |
| Zone Low |
$82.50 |
$31.08 |
| Zone High |
$93.50 |
$35.22 |
| In Buy Zone? |
Yes
|
No
|