ORCL vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Oracle Corporation and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
VS
Super Micro Computer, Inc. · Technology
$30.66
+45.0% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+45.0%).
SMCI trades at a lower forward P/E
(14.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
SMCI |
| Current Price |
$184.31 |
$30.66 |
| Fair Value Estimate |
$210.13 |
$44.46 |
| Upside to Fair Value |
+14.0%
|
+45.0%
|
| Market Cap |
$530.1B |
$18.4B |
| Forward P/E |
31.0x
|
14.7x
|
| EV / EBITDA |
20.4x
|
13.6x
|
| Price / Sales |
7.9x
|
0.6x
|
| Price / FCF |
-22.4x
|
-2.7x
|
| Revenue Growth YoY |
+20.6%
|
+122.7%
|
| Gross Margin |
65.8%
|
8.4%
|
| Operating Margin |
30.8%
|
4.5%
|
| Return on Equity |
50.4%
|
18.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a strong focus on AI infrastructure. The business quality is medium due to its founder-led management with over 30 years of tenure, a widening moat driven by systems engineering and close partnerships with Nvidia, and rapid revenue growth of 122.7% in the most recent quarter. However, the company f…
Accumulation Zones
| Metric |
ORCL |
SMCI |
| Zone Low |
$157.60 |
$33.34 |
| Zone High |
$178.61 |
$37.79 |
| In Buy Zone? |
No
|
Yes
|