PG vs SMCI: Which Is the Better Buy?

Side-by-side comparison of The Procter & Gamble Company and Super Micro Computer, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
The Procter & Gamble Company Β· Consumer Defensive
$147.04
+14.4% upside to fair value
Med Conviction Grade B+ High Quality
VS
Super Micro Computer, Inc. Β· Technology
$43.26
-4.2% upside to fair value
Med Conviction Grade C
QuantHub Verdict
PG has more upside to fair value (+14.4%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric PG SMCI
Current Price $147.04 $43.26
Fair Value Estimate $168.19 $41.44
Upside to Fair Value +14.4% -4.2%
Market Cap $349.5B $28.0B
Forward P/E β€” β€”
EV / EBITDA 17.6x 8.9x
Price / Sales 4.0x 0.7x
Price / FCF 22.4x β€”
Revenue Growth YoY +1.5% +93.2%
Gross Margin 50.2% 10.8%
Operating Margin 22.7% 7.1%
Return on Equity 29.8% 25.1%
Dividend Yield 2.92% 0%
FCF Yield 4.47% β€”
Analyst Consensus Buy Hold
Investment Thesis
PG β€” The Procter & Gamble Company
Procter & Gamble is a global consumer-staples leader selling daily-use products across beauty, grooming, health care, fabric and home care, and baby, feminine and family care in about 180 countries. Business quality is high because its brands, consumer insight, R&D, marketing scale and global distribution underpin leading category positions, including over 60% in blades and razors and over 35% in…
SMCI β€” Super Micro Computer, Inc.
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 PG SMCI
Zone Low $126.14 $31.08
Zone High $142.96 $35.22
In Buy Zone? No No
← PG Research    SMCI Research β†’    All Research