SMCI vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Super Micro Computer, Inc. and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
SMCI has more upside to fair value
(-4.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
SMCI |
VRTV |
| Current Price |
$43.26 |
$169.99 |
| Fair Value Estimate |
$41.44 |
$93.49 |
| Upside to Fair Value |
-4.2%
|
-45.0%
|
| Market Cap |
$28.0B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
8.9x
|
5.4x
|
| Price / Sales |
0.7x
|
0.4x
|
| Price / FCF |
—
|
10.4x
|
| Revenue Growth YoY |
+93.2%
|
-19.0%
|
| Gross Margin |
10.8%
|
22.7%
|
| Operating Margin |
7.1%
|
5.9%
|
| Return on Equity |
25.1%
|
48.6%
|
| Dividend Yield |
0% |
1.48% |
| FCF Yield |
—
|
9.57%
|
| 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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
SMCI |
VRTV |
| Zone Low |
$31.08 |
$70.12 |
| Zone High |
$35.22 |
$79.47 |
| In Buy Zone? |
No
|
No
|