Amgen Inc (AMGN)vsWestern Digital Corporation (WDC)
AMGN
Amgen Inc
$348.77
-1.24%
HEALTHCARE · Cap: $187.83B
WDC
Western Digital Corporation
$275.34
+0.73%
TECHNOLOGY · Cap: $94.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Amgen Inc generates 242% more annual revenue ($36.75B vs $10.73B). WDC leads profitability with a 35.6% profit margin vs 21.0%. WDC appears more attractively valued with a PEG of 0.65. AMGN earns a higher WallStSmart Score of 70/100 (B-).
AMGN
Strong Buy70
out of 100
Grade: B-
WDC
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.6%
Fair Value
$665.50
Current Price
$348.77
$316.73 discount
Margin of Safety
-280.8%
Fair Value
$71.88
Current Price
$275.34
$203.46 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 106 in profit
Strong operational efficiency at 30.5%
Earnings expanding 112.1% YoY
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Every $100 of equity generates 41 in profit
Keeps 36 of every $100 in revenue as profit
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 21.7x book value
Moderate valuation
Trading at 13.2x book value
Revenue declined 41.0%
Earnings declined 95.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMGN
The strongest argument for AMGN centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 21.0% and operating margin at 30.5%.
Bull Case : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Market Cap. Profitability is solid with margins at 35.6% and operating margin at 15.4%. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : AMGN
The primary concerns for AMGN are PEG Ratio, Price/Book.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
AMGN profiles as a mature stock while WDC is a declining play — different risk/reward profiles.
WDC carries more volatility with a beta of 1.85 — expect wider price swings.
AMGN is growing revenue faster at 8.6% — sustainability is the question.
AMGN generates stronger free cash flow (961M), providing more financial flexibility.
Bottom Line
AMGN scores higher overall (70/100 vs 55/100), backed by strong 21.0% margins. 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.
Amgen Inc
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Amgen Inc. (formerly Applied Molecular Genetics Inc.) is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California. Focused on molecular biology and biochemistry, its goal is to provide a healthcare business based on recombinant DNA technology.
Visit Website →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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