Corsair Gaming Inc (CRSR)vsWestern Digital Corporation (WDC)
CRSR
Corsair Gaming Inc
$9.01
-9.17%
TECHNOLOGY · Cap: $1.06B
WDC
Western Digital Corporation
$575.50
+6.35%
TECHNOLOGY · Cap: $204.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Western Digital Corporation generates 708% more annual revenue ($11.78B vs $1.46B). WDC leads profitability with a 55.3% profit margin vs 0.5%. WDC trades at a lower P/E of 35.5x. WDC earns a higher WallStSmart Score of 80/100 (A-).
CRSR
Hold48
out of 100
Grade: D+
WDC
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.2%
Fair Value
$9.05
Current Price
$9.01
$0.04 discount
Intrinsic value data unavailable for WDC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1668.0% YoY
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 67 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 37.0%
Revenue surging 45.5% year-over-year
Earnings expanding 482.9% YoY
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
0.5% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Trading at 27.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CRSR
The strongest argument for CRSR centers on Price/Book, EPS Growth, Debt/Equity.
Bull Case : WDC
The strongest argument for WDC centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 55.3% and operating margin at 37.0%. Revenue growth of 45.5% demonstrates continued momentum.
Bear Case : CRSR
The primary concerns for CRSR are Altman Z-Score, Market Cap, Return on Equity. A P/E of 110.2x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Altman Z-Score, Price/Book.
Key Dynamics to Monitor
CRSR profiles as a value stock while WDC is a growth play — different risk/reward profiles.
WDC carries more volatility with a beta of 2.16 — expect wider price swings.
WDC is growing revenue faster at 45.5% — sustainability is the question.
WDC generates stronger free cash flow (978M), providing more financial flexibility.
Bottom Line
WDC scores higher overall (80/100 vs 48/100), backed by strong 55.3% margins and 45.5% revenue growth. CRSR offers better value entry with a 45.2% margin of safety. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Corsair Gaming Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Corsair Gaming, Inc. designs, markets and distributes gaming and broadcast peripherals, components and systems in the Americas, Europe, the Middle East and Asia Pacific.
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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