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 2026-04-18.
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade B
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
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 |
TTD |
| Current Price |
$28.56 |
$22.76 |
| Fair Value Estimate |
$152.97 |
$134.00 |
| Upside to Fair Value |
+435.6%
|
+488.8%
|
| Market Cap |
$17.1B |
$10.8B |
| Forward P/E |
19.5x
|
24.6x
|
| EV / EBITDA |
15.0x
|
—
|
| Price / Sales |
0.6x
|
3.7x
|
| Price / FCF |
38.9x
|
13.8x
|
| Revenue Growth YoY |
+152.8%
|
+14.5%
|
| Gross Margin |
8.0%
|
78.6%
|
| Operating Margin |
3.7%
|
20.3%
|
| Return on Equity |
13.3%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
2.57%
|
7.3%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a dominant focus on AI GPU platforms that now drive over 70% of its revenues. The company benefits from a founder-led management team with deep industry expertise and long tenure, and it has scaled rapidly with revenue growth exceeding 150% year-over-year. Despite this explosive growth, profitabilit…
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
SMCI |
TTD |
| Zone Low |
$114.73 |
$100.00 |
| Zone High |
$130.02 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|