Using the PEG framework with analyst consensus forward EPS growth of 17.7%, Super Micro Computer, Inc. has a fair value of $39.06 based on NTM EPS (FY2026) of $2.21. The current PEG ratio is 0.56.
PEG < 1 = bargain, 1–1.5 = fair, > 2 = expensive.
PEG is most informative for high-growth companies — the PEG sweet spot.
| EPS Growth RateForward | 17.7% |
| Adjusted Growth (clamped 8–25%) | 17.7% |
| Fair P/E | 17.7x |
| NTM EPS (FY2026) | $2.21 |
| Fair Value | $39.06 |
| Period | EPS Est. | Growth | Analysts |
|---|---|---|---|
| FY2025 (actual) | $1.68 | — | — |
| FY2026E | $2.21 | +31.5% | 11 |
| FY2027E | $2.96 | +34.1% | 11 |
| FY2028E | $3.27 | +10.4% | 7 |
| FY2029E | $3.22 | -1.5% | 3 |
4Y Forward EPS CAGR: 17.7%
| Year | Net Income | EPS | YoY |
|---|---|---|---|
| FY2021 | $111.9M | $0.53 | — |
| FY2022 | $285.2M | $1.14 | +115.1% |
| FY2023 | $640.0M | $2.01 | +76.3% |
| FY2024 | $1.2B | $1.68 | -16.4% |
| FY2025 | $1.0B | $1.68 | +0.0% |
4Y Historical EPS CAGR: 33.4%
The PEG Fair Value uses the Price/Earnings-to-Growth framework. A stock is fairly valued when its P/E ratio equals its earnings growth rate (PEG = 1.0). This model adds dividend yield to the growth rate per the original PEGY formula.
Growth rate priority: analyst consensus forward EPS CAGR (when ≥ 3 analysts cover the stock), falling back to historical EPS CAGR. Using EPS rather than net income avoids distortion from share buybacks. The growth rate is clamped between 8% and 25% — below 8% would undervalue stable earners, while above 25% would overvalue unsustainable spikes.