SMCI vs WDC: Which Is the Better Buy?
Side-by-side comparison of Super Micro Computer, Inc. and Western Digital 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
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
SMCI has more upside to fair value
(-4.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
SMCI |
WDC |
| Current Price |
$43.26 |
$441.36 |
| Fair Value Estimate |
$41.44 |
$367.30 |
| Upside to Fair Value |
-4.2%
|
-16.8%
|
| Market Cap |
$28.0B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
8.9x
|
17.4x
|
| Price / Sales |
0.7x
|
11.8x
|
| Price / FCF |
—
|
47.3x
|
| Revenue Growth YoY |
+93.2%
|
+43.8%
|
| Gross Margin |
10.8%
|
48.9%
|
| Operating Margin |
7.1%
|
34.9%
|
| Return on Equity |
25.1%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
—
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
SMCI |
WDC |
| Zone Low |
$31.08 |
$275.48 |
| Zone High |
$35.22 |
$312.20 |
| In Buy Zone? |
No
|
No
|