SMCI vs UNH: Which Is the Better Buy?
Side-by-side comparison of Super Micro Computer, Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
Super Micro Computer, Inc. · Technology
$34.66
+45.0% upside to fair value
Grade B
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$353.52
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
SMCI trades at a lower forward P/E
(11.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
SMCI |
UNH |
| Current Price |
$34.66 |
$353.52 |
| Fair Value Estimate |
$50.26 |
$512.60 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$20.8B |
$320.9B |
| Forward P/E |
11.6x
|
26.7x
|
| EV / EBITDA |
17.9x
|
16.1x
|
| Price / Sales |
0.6x
|
0.7x
|
| Price / FCF |
-3.0x
|
16.3x
|
| Revenue Growth YoY |
+122.7%
|
+2.0%
|
| Gross Margin |
8.4%
|
18.8%
|
| Operating Margin |
4.5%
|
4.2%
|
| Return on Equity |
26.0%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
6.13%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a dominant 97% revenue share from this segment driven by AI and cloud infrastructure demand. The company benefits from a founder-led management team with deep engineering expertise and strong insider ownership of approximately 46-48%, aligning interests with shareholders. Despite explosive revenue …
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
| Metric |
SMCI |
UNH |
| Zone Low |
$37.70 |
$384.45 |
| Zone High |
$42.72 |
$435.71 |
| In Buy Zone? |
Yes
|
Yes
|