SMCI vs TTD: Which Is the Better Buy?
Side-by-side comparison of Super Micro Computer, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Super Micro Computer, Inc. · Technology
$30.66
+45.0% upside to fair value
Grade B
VS
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
SMCI trades at a lower forward P/E
(14.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
SMCI |
TTD |
| Current Price |
$30.66 |
$18.51 |
| Fair Value Estimate |
$44.46 |
$26.84 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$18.4B |
$8.7B |
| Forward P/E |
14.7x
|
20.3x
|
| EV / EBITDA |
13.6x
|
10.5x
|
| Price / Sales |
0.6x
|
2.9x
|
| Price / FCF |
-2.7x
|
10.4x
|
| Revenue Growth YoY |
+122.7%
|
+11.8%
|
| Gross Margin |
8.4%
|
77.8%
|
| Operating Margin |
4.5%
|
20.3%
|
| Return on Equity |
18.2%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
9.62%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
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…
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Accumulation Zones
| Metric |
SMCI |
TTD |
| Zone Low |
$33.34 |
$20.13 |
| Zone High |
$37.79 |
$22.81 |
| In Buy Zone? |
Yes
|
Yes
|