AMZN vs WDC: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
Amazon.com, Inc. · Consumer Cyclical
$251.19
+18.5% upside to fair value
Med Conviction
Grade B
High Quality
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
AMZN has more upside to fair value
(+18.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMZN |
WDC |
| Current Price |
$251.19 |
$441.36 |
| Fair Value Estimate |
$297.67 |
$367.30 |
| Upside to Fair Value |
+18.5%
|
-16.8%
|
| Market Cap |
$2,702.1B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
11.2x
|
17.4x
|
| Price / Sales |
3.5x
|
11.8x
|
| Price / FCF |
—
|
47.3x
|
| Revenue Growth YoY |
+19.6%
|
+43.8%
|
| Gross Margin |
50.8%
|
48.9%
|
| Operating Margin |
12.1%
|
34.9%
|
| Return on Equity |
30.5%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
—
|
2.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com operates a vast global retail enterprise spanning online and physical stores, third-party seller services, advertising, subscription offerings, and Amazon Web Services, the world's largest cloud infrastructure provider. The business quality is high: trailing-twelve-month gross margin of 50.8%, operating margin of 12.1%, and net margin of 17.4% reflect a durable mix shift toward high-ma…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
AMZN |
WDC |
| Zone Low |
$223.25 |
$275.48 |
| Zone High |
$253.02 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|