NVDA vs SMCI: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NVDA |
SMCI |
| Current Price |
$225.07 |
$43.26 |
| Fair Value Estimate |
$326.35 |
$41.44 |
| Upside to Fair Value |
+45.0%
|
-4.2%
|
| Market Cap |
$5,451.4B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
8.9x
|
| Price / Sales |
18.0x
|
0.7x
|
| Price / FCF |
42.9x
|
—
|
| Revenue Growth YoY |
+105.9%
|
+93.2%
|
| Gross Margin |
74.7%
|
10.8%
|
| Operating Margin |
65.2%
|
7.1%
|
| Return on Equity |
110.1%
|
25.1%
|
| Dividend Yield |
0.23% |
0% |
| FCF Yield |
2.33%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
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 |
NVDA |
SMCI |
| Zone Low |
$244.76 |
$31.08 |
| Zone High |
$277.40 |
$35.22 |
| In Buy Zone? |
Yes
|
No
|