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 2026-09-26.
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
TTD has more upside to fair value
(-1.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
SMCI |
TTD |
| Current Price |
$43.26 |
$14.26 |
| Fair Value Estimate |
$41.44 |
$14.00 |
| Upside to Fair Value |
-4.2%
|
-1.8%
|
| Market Cap |
$28.0B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
8.9x
|
7.5x
|
| Price / Sales |
0.7x
|
2.2x
|
| Price / FCF |
—
|
7.8x
|
| Revenue Growth YoY |
+93.2%
|
+3.0%
|
| Gross Margin |
10.8%
|
83.0%
|
| Operating Margin |
7.1%
|
19.6%
|
| Return on Equity |
25.1%
|
16.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
12.89%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
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…
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
Accumulation Zones
| Metric |
SMCI |
TTD |
| Zone Low |
$31.08 |
$10.50 |
| Zone High |
$35.22 |
$11.90 |
| In Buy Zone? |
No
|
No
|