Sandisk Corp (SNDK)vsWestern Digital Corporation (WDC)
SNDK
Sandisk Corp
$1,096.51
+3.04%
TECHNOLOGY · Cap: $161.85B
WDC
Western Digital Corporation
$483.15
+3.85%
TECHNOLOGY · Cap: $152.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Sandisk Corp generates 12% more annual revenue ($13.18B vs $11.78B). WDC leads profitability with a 55.3% profit margin vs 34.2%. WDC trades at a lower P/E of 25.8x. WDC earns a higher WallStSmart Score of 79/100 (B+).
SNDK
Strong Buy69
out of 100
Grade: B-
WDC
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.4%
Fair Value
$413.56
Current Price
$1096.51
$682.95 premium
Intrinsic value data unavailable for WDC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 70.0%
Revenue surging 251.0% year-over-year
Earnings expanding 618.0% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 86 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 477.2% YoY
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
Trading at 15.9x book value
Grey zone — moderate risk
Moderate valuation
Trading at 23.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : SNDK
The strongest argument for SNDK centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 34.2% and operating margin at 70.0%. Revenue growth of 251.0% demonstrates continued momentum.
Bull Case : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating 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 : SNDK
The primary concerns for SNDK are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book.
Key Dynamics to Monitor
SNDK is growing revenue faster at 251.0% — sustainability is the question.
SNDK generates stronger free cash flow (980M), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WDC scores higher overall (79/100 vs 69/100), backed by strong 55.3% margins and 45.5% revenue growth. Both earn "Strong Buy" and "Strong 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.
Sandisk Corp
TECHNOLOGY · COMPUTER HARDWARE · USA
Sandisk Corporation (Ticker: SNDK) is a U.S.-based technology company that develops, manufactures, and sells data storage products and solutions built on NAND flash memory technology, including solid-state drives (SSDs), embedded storage, memory cards, and USB flash drives for consumer, enterprise, and cloud computing markets.
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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