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 2026-08-06.
BlackRock, Inc. · Financial Services
$1,025.44
+31.0% upside to fair value
Grade A
High Quality
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
BLK has more upside to fair value
(+31.0%).
BLK trades at a lower forward P/E
(24.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BLK |
WDC |
| Current Price |
$1,025.44 |
$519.17 |
| Fair Value Estimate |
$1,343.02 |
$370.00 |
| Upside to Fair Value |
+31.0%
|
-28.7%
|
| Market Cap |
$158.9B |
$178.9B |
| Forward P/E |
24.2x
|
27.8x
|
| EV / EBITDA |
16.0x
|
37.3x
|
| Price / Sales |
5.8x
|
13.9x
|
| Price / FCF |
44.6x
|
51.0x
|
| Revenue Growth YoY |
+30.6%
|
+35.7%
|
| Gross Margin |
54.6%
|
48.9%
|
| Operating Margin |
32.9%
|
34.9%
|
| Return on Equity |
12.5%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
2.24%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
BlackRock, Inc. is a leading global asset management firm operating within the financial services sector, specializing in investment management and risk advisory. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and switching costs. It reported robust growth in the most recent quarter with revenue up 30.6% yea…
Western Digital is now a pure-play, duopoly hard-disk-drive manufacturer, having spun off its NAND flash business as SanDisk in February 2025 and sold its remaining SanDisk stake for $3.1 billion in February 2026. It is riding the same AI-storage supercycle as SanDisk and Micron, but from the mass-capacity nearline HDD side: hyperscalers are buying every high-capacity drive WDC can make for AI da…
Accumulation Zones
| Metric |
BLK |
WDC |
| Zone Low |
$1,007.26 |
$278.00 |
| Zone High |
$1,141.57 |
$315.00 |
| In Buy Zone? |
Yes
|
No
|