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 2026-05-04.
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade C
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 |
NFLX |
SMCI |
| Current Price |
$91.02 |
$28.56 |
| Fair Value Estimate |
$178.10 |
$152.97 |
| Upside to Fair Value |
+95.7%
|
+435.6%
|
| Market Cap |
$383.3B |
$17.1B |
| Forward P/E |
28.7x
|
19.5x
|
| EV / EBITDA |
11.4x
|
15.0x
|
| Price / Sales |
8.2x
|
0.6x
|
| Price / FCF |
32.2x
|
38.9x
|
| Revenue Growth YoY |
+16.2%
|
+123.4%
|
| Gross Margin |
49.0%
|
8.0%
|
| Operating Margin |
29.7%
|
3.7%
|
| Return on Equity |
49.2%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.1%
|
2.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a strong focus on AI GPU platforms, which represent over 70% of its server revenue. The company benefits from a long-tenured leadership team and a durable competitive position in liquid cooling technology with a 70-80% market share. Despite strong revenue growth of 123.4% in the most recent quarter …
Accumulation Zones
| Metric |
NFLX |
SMCI |
| Zone Low |
$133.57 |
$114.73 |
| Zone High |
$151.38 |
$130.02 |
| In Buy Zone? |
Yes
|
Yes
|