RTX vs SMCI: Which Is the Better Buy?
Side-by-side comparison of RTX Corporation and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
RTX Corporation · Industrials
$172.90
-21.3% upside to fair value
Grade D
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 |
RTX |
SMCI |
| Current Price |
$172.90 |
$28.56 |
| Fair Value Estimate |
$136.05 |
$152.97 |
| Upside to Fair Value |
-21.3%
|
+435.6%
|
| Market Cap |
$232.8B |
$17.1B |
| Forward P/E |
32.1x
|
19.5x
|
| EV / EBITDA |
19.2x
|
15.0x
|
| Price / Sales |
2.6x
|
0.6x
|
| Price / FCF |
27.9x
|
38.9x
|
| Revenue Growth YoY |
+8.7%
|
+123.4%
|
| Gross Margin |
20.2%
|
8.0%
|
| Operating Margin |
10.4%
|
3.7%
|
| Return on Equity |
11.2%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.59%
|
2.57%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
RTX Corporation is a leading aerospace and defense company with a diversified portfolio spanning Pratt & Whitney jet engines, Collins Aerospace avionics, and Raytheon Intelligence & Space defense systems. The company benefits from a strong competitive moat supported by a $271 billion backlog and multi-year contracts, driving consistent revenue growth of 10% in 2025 and 9% in Q1 2026. Earnings gro…
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 |
RTX |
SMCI |
| Zone Low |
$102.04 |
$114.73 |
| Zone High |
$115.64 |
$130.02 |
| In Buy Zone? |
No
|
Yes
|