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 2026-04-18.
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NVDA |
SMCI |
| Current Price |
$182.08 |
$28.56 |
| Fair Value Estimate |
$290.00 |
$152.97 |
| Upside to Fair Value |
+59.3%
|
+435.6%
|
| Market Cap |
$4,425.5B |
$17.1B |
| Forward P/E |
—
|
19.5x
|
| EV / EBITDA |
31.4x
|
15.0x
|
| Price / Sales |
21.0x
|
0.6x
|
| Price / FCF |
46.9x
|
38.9x
|
| Revenue Growth YoY |
+65.5%
|
+152.8%
|
| Gross Margin |
71.1%
|
8.0%
|
| Operating Margin |
60.4%
|
3.7%
|
| Return on Equity |
76.3%
|
13.3%
|
| Dividend Yield |
0.02% |
0% |
| FCF Yield |
2.13%
|
2.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a dominant focus on AI GPU platforms that now drive over 70% of its revenues. The company benefits from a founder-led management team with deep industry expertise and long tenure, and it has scaled rapidly with revenue growth exceeding 150% year-over-year. Despite this explosive growth, profitabilit…
Accumulation Zones
| Metric |
NVDA |
SMCI |
| Zone Low |
$218.00 |
$114.73 |
| Zone High |
$250.00 |
$130.02 |
| In Buy Zone? |
Yes
|
Yes
|