BLK vs WDC: Which Is the Better Buy?
Side-by-side comparison of BlackRock, Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-21.
BlackRock, Inc. · Financial Services
$1,069.78
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
BLK has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BLK |
WDC |
| Current Price |
$1,069.78 |
$441.36 |
| Fair Value Estimate |
$1,540.94 |
$367.30 |
| Upside to Fair Value |
+44.0%
|
-16.8%
|
| Market Cap |
$165.8B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
15.9x
|
17.4x
|
| Price / Sales |
6.1x
|
11.8x
|
| Price / FCF |
71.5x
|
47.3x
|
| Revenue Growth YoY |
+30.6%
|
+43.8%
|
| Gross Margin |
55.7%
|
48.9%
|
| Operating Margin |
31.1%
|
34.9%
|
| Return on Equity |
11.7%
|
118.6%
|
| Dividend Yield |
2.09% |
0.12% |
| FCF Yield |
1.4%
|
2.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
BlackRock is the world's largest asset manager, overseeing $15.345 trillion in assets across ETFs, active strategies, alternatives, and the Aladdin investment-technology platform, serving institutional, intermediary, and individual clients globally. The business quality is high: TTM gross margin of 55.7%, operating margin of 31.1%, and net margin of 24.1% reflect the scalability of a fee-based mo…
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 |
BLK |
WDC |
| Zone Low |
$1,155.70 |
$275.48 |
| Zone High |
$1,309.80 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|