General Dynamics Corporation (GD)vsSeagate Technology PLC (STX)
GD
General Dynamics Corporation
$345.78
-1.10%
INDUSTRIALS · Cap: $93.50B
STX
Seagate Technology PLC
$404.02
-1.75%
TECHNOLOGY · Cap: $92.13B
Smart Verdict
WallStSmart Research — data-driven comparison
General Dynamics Corporation generates 422% more annual revenue ($52.55B vs $10.06B). STX leads profitability with a 19.6% profit margin vs 8.0%. STX appears more attractively valued with a PEG of 0.64. STX earns a higher WallStSmart Score of 72/100 (B).
GD
Buy54
out of 100
Grade: C-
STX
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-215.7%
Fair Value
$113.68
Current Price
$345.78
$232.10 premium
Margin of Safety
+1.6%
Fair Value
$413.71
Current Price
$404.02
$9.69 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Earnings expanding 40.0% YoY
Earnings expanding 67.7% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 29.9%
Revenue surging 21.5% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 192.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : GD
The strongest argument for GD centers on Market Cap, EPS Growth.
Bull Case : STX
The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% demonstrates continued momentum.
Bear Case : GD
The primary concerns for GD are PEG Ratio.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 46.5x leaves little room for execution misses.
Key Dynamics to Monitor
GD profiles as a value stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 1.65 — expect wider price swings.
STX is growing revenue faster at 21.5% — sustainability is the question.
GD generates stronger free cash flow (952M), providing more financial flexibility.
Bottom Line
STX scores higher overall (72/100 vs 54/100), backed by strong 19.6% margins and 21.5% revenue growth. 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.
General Dynamics Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Dynamics Corporation (GD) is an American aerospace and defense corporation. It is headquartered in Reston, Fairfax County, Virginia.
Visit Website →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.
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