SMCI vs VRT: Which Is the Better Buy?
Side-by-side comparison of Super Micro Computer, Inc. and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
VRT has more upside to fair value
(+8.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
SMCI |
VRT |
| Current Price |
$43.26 |
$253.28 |
| Fair Value Estimate |
$41.44 |
$274.15 |
| Upside to Fair Value |
-4.2%
|
+8.2%
|
| Market Cap |
$28.0B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
8.9x
|
38.8x
|
| Price / Sales |
0.7x
|
8.5x
|
| Price / FCF |
—
|
33.3x
|
| Revenue Growth YoY |
+93.2%
|
+24.1%
|
| Gross Margin |
10.8%
|
37.5%
|
| Operating Margin |
7.1%
|
19.1%
|
| Return on Equity |
25.1%
|
42.1%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
—
|
3.0%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
SMCI |
VRT |
| Zone Low |
$31.08 |
$205.61 |
| Zone High |
$35.22 |
$233.03 |
| In Buy Zone? |
No
|
No
|