nVent Electric PLC (NVT)vsWestern Digital Corporation (WDC)
NVT
nVent Electric PLC
$116.98
-1.23%
INDUSTRIALS · Cap: $20.31B
WDC
Western Digital Corporation
$275.34
+0.73%
TECHNOLOGY · Cap: $94.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Western Digital Corporation generates 176% more annual revenue ($10.73B vs $3.89B). WDC leads profitability with a 35.6% profit margin vs 18.2%. WDC appears more attractively valued with a PEG of 0.65. NVT earns a higher WallStSmart Score of 67/100 (B-).
NVT
Strong Buy67
out of 100
Grade: B-
WDC
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.8%
Fair Value
$126.36
Current Price
$116.98
$9.38 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
Revenue surging 41.8% year-over-year
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
Premium valuation, high expectations priced in
Moderate valuation
Trading at 13.2x book value
Revenue declined 41.0%
Earnings declined 95.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : NVT
The strongest argument for NVT centers on Revenue Growth. Profitability is solid with margins at 18.2% and operating margin at 16.2%. Revenue growth of 41.8% demonstrates continued momentum.
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 : NVT
The primary concerns for NVT are PEG Ratio, P/E Ratio. A P/E of 46.5x leaves little room for execution misses.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
NVT profiles as a growth 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.
NVT is growing revenue faster at 41.8% — sustainability is the question.
WDC generates stronger free cash flow (653M), providing more financial flexibility.
Bottom Line
NVT scores higher overall (67/100 vs 55/100), backed by strong 18.2% margins and 41.8% 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.
nVent Electric PLC
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
nVent Electric plc designs, manufactures, markets, installs and services electrical connection and protection products in the United States, Canada, Western and Eastern Europe included in the European Union, China, Eastern Europe not included in the European Union, America Latin, Middle East, Southeast Asia, Australia and Japan. The company is headquartered in London, the United Kingdom.
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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