Ferrovial SE (FER)vsSeagate Technology PLC (STX)
FER
Ferrovial SE
$69.60
+2.58%
INDUSTRIALS · Cap: $49.47B
STX
Seagate Technology PLC
$771.01
+4.40%
TECHNOLOGY · Cap: $163.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 14% more annual revenue ($11.01B vs $9.63B). STX leads profitability with a 21.6% profit margin vs 9.2%. STX appears more attractively valued with a PEG of 0.50. STX earns a higher WallStSmart Score of 76/100 (B+).
FER
Hold38
out of 100
Grade: F
STX
Strong Buy76
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 1.4B in free cash flow
Growing faster than its price suggests
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 87.6%
Premium valuation, high expectations priced in
Trading at 367.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FER
The strongest argument for FER centers on Free Cash Flow.
Bull Case : STX
The strongest argument for STX centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bear Case : FER
The primary concerns for FER are PEG Ratio, P/E Ratio, EPS Growth. A P/E of 48.6x leaves little room for execution misses.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 69.0x leaves little room for execution misses.
Key Dynamics to Monitor
FER profiles as a value stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 1.63 — expect wider price swings.
STX is growing revenue faster at 44.1% — sustainability is the question.
FER generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
STX scores higher overall (76/100 vs 38/100), backed by strong 21.6% margins and 44.1% revenue growth. Both earn "Strong 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.
Ferrovial SE
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Ferrovial SE, engages in the development, construction, and operation of highways and airports in the United States, Poland, Spain, the United Kingdom, Canada, and internationally. The company is headquartered in Amsterdam, the Netherlands.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
Compare with Other ENGINEERING & CONSTRUCTION Stocks
Want to dig deeper into these stocks?