MSFT vs SMCI: Which is Better to Buy in 2026?

Side-by-side fundamental comparison based on AI analysis of SEC filings

AI Verdict

MSFT has stronger fundamentals based on our AI analysis.

MSFT
MICROSOFT CORP
BUY
91%
Confidence
VS
SMCI
Super Micro Computer, Inc.
SELL
65%
Confidence

MSFT vs SMCI Fundamental Comparison

Metric MSFT SMCI
Revenue $158.9B $17.7B
Net Income $66.2B $568.8M
Net Margin 41.7% 3.2%
ROE 16.9% 8.1%
ROA 10.0% 2.0%
Current Ratio 1.39x 1.70x
Debt/Equity 0.10x 0.01x
EPS $8.87 $0.86

Green = Better metric | Red = Weaker metric

View Full MSFT Analysis →
View Full SMCI Analysis →
Browse Sectors: Technology Healthcare Finance Energy Consumer Industrial
Stock Lists: Strong Buy Undervalued Growth Dividend

You Might Also Compare

MSFT vs AAPL SMCI vs GOOGL MSFT vs AMZN SMCI vs NVDA

MSFT vs SMCI: Frequently Asked Questions

Is MSFT or SMCI a better buy in 2026?

Based on dual AI fundamental analysis (Claude and ChatGPT), MSFT has stronger fundamentals. MSFT is rated BUY (91% confidence) while SMCI is rated SELL (65% confidence). This is not investment advice.

How does MSFT compare to SMCI fundamentally?

MICROSOFT CORP has ROE of 16.9% vs Super Micro Computer, Inc.'s 8.1%. Net margins are 41.7% vs 3.2% respectively.

Which stock pays higher dividends, MSFT or SMCI?

MSFT has a dividend yield of N/A or no dividend while SMCI has N/A or no dividend. Check individual stock pages for detailed dividend history and payout ratios.

Should I invest in MSFT or SMCI for long term?

For long-term investing, consider that MSFT has BUY rating with 91% confidence, while SMCI has SELL rating with 65% confidence. Higher confidence indicates more consistent fundamentals from SEC filings. This is not investment advice - always do your own research.

What do the AI models say about MSFT vs SMCI?

Our dual AI system (Claude by Anthropic and ChatGPT by OpenAI) analyzes SEC 10-K and 10-Q filings independently. For MSFT vs SMCI, the AI consensus favors MSFT based on fundamental metrics including revenue growth, profitability, ROE, and balance sheet strength.