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 2026-04-18.
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade B
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
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 |
VRT |
| Current Price |
$28.56 |
$307.34 |
| Fair Value Estimate |
$152.97 |
$272.65 |
| Upside to Fair Value |
+435.6%
|
-11.3%
|
| Market Cap |
$17.1B |
$117.6B |
| Forward P/E |
19.5x
|
88.2x
|
| EV / EBITDA |
15.0x
|
55.3x
|
| Price / Sales |
0.6x
|
11.5x
|
| Price / FCF |
38.9x
|
61.2x
|
| Revenue Growth YoY |
+152.8%
|
+7.6%
|
| Gross Margin |
8.0%
|
34.8%
|
| Operating Margin |
3.7%
|
18.2%
|
| Return on Equity |
13.3%
|
40.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.57%
|
1.63%
|
| Analyst Consensus |
Hold
|
Strong 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…
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
SMCI |
VRT |
| Zone Low |
$114.73 |
$204.49 |
| Zone High |
$130.02 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|