Super Micro Computer Inc (SMCI)vsUber Technologies Inc (UBER)
SMCI
Super Micro Computer Inc
$46.90
-7.62%
TECHNOLOGY · Cap: $27.72B
UBER
Uber Technologies Inc
$72.21
+0.46%
TECHNOLOGY · Cap: $145.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 59% more annual revenue ($53.69B vs $33.70B). UBER leads profitability with a 15.9% profit margin vs 3.7%. SMCI appears more attractively valued with a PEG of 0.91. SMCI earns a higher WallStSmart Score of 71/100 (B).
SMCI
Strong Buy71
out of 100
Grade: B
UBER
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SMCI.
Margin of Safety
-0.3%
Fair Value
$71.46
Current Price
$72.21
$0.75 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 122.7% year-over-year
Earnings expanding 326.0% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Every $100 of equity generates 35 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.3B in free cash flow
Areas to Watch
3.7% margin — thin
Weak financial health signals
Negative free cash flow — burning cash
Expensive relative to growth rate
Earnings declined 84.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SMCI
The strongest argument for SMCI centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 122.7% demonstrates continued momentum. PEG of 0.91 suggests the stock is reasonably priced for its growth.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 15.9% and operating margin at 14.6%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : SMCI
The primary concerns for SMCI are Profit Margin, Piotroski F-Score, Free Cash Flow. Thin 3.7% margins leave little buffer for downturns.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
SMCI profiles as a hypergrowth stock while UBER is a mature play — different risk/reward profiles.
SMCI carries more volatility with a beta of 1.68 — expect wider price swings.
SMCI is growing revenue faster at 122.7% — sustainability is the question.
UBER generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
SMCI scores higher overall (71/100 vs 54/100) and 122.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Super Micro Computer Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Super Micro Computer, Inc. develops and manufactures high-performance server and storage solutions based on an open, modular architecture. The company is headquartered in San Jose, California.
Visit Website →Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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