SMCI vs TMO: Which Is the Better Buy?
Side-by-side comparison of Super Micro Computer, Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade C
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
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 |
SMCI |
TMO |
| Current Price |
$28.56 |
$462.60 |
| Fair Value Estimate |
$152.97 |
$509.20 |
| Upside to Fair Value |
+435.6%
|
+10.1%
|
| Market Cap |
$17.1B |
$171.9B |
| Forward P/E |
19.5x
|
25.1x
|
| EV / EBITDA |
15.0x
|
19.0x
|
| Price / Sales |
0.6x
|
3.8x
|
| Price / FCF |
38.9x
|
25.5x
|
| Revenue Growth YoY |
+123.4%
|
+6.2%
|
| Gross Margin |
8.0%
|
39.4%
|
| Operating Margin |
3.7%
|
17.8%
|
| Return on Equity |
13.3%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.57%
|
3.92%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
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 …
Thermo Fisher Scientific Inc. operates in the healthcare sector, specializing in medical diagnostics and research tools across four main segments: Laboratory Products and Biopharma Services, Life Sciences Solutions, Analytical Instruments, and Specialty Diagnostics. The company demonstrates medium business quality with steady revenue growth of 6.2% and earnings growth of 9.6% in the most recent q…
Accumulation Zones
| Metric |
SMCI |
TMO |
| Zone Low |
$114.73 |
$381.90 |
| Zone High |
$130.02 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|