DHR vs WDC: Which Is the Better Buy?

Side-by-side comparison of Danaher Corporation and Western Digital Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-08-06.
Danaher Corporation Β· Healthcare
$195.98
+7.9% upside to fair value
Grade B High Quality
VS
Western Digital Corporation Β· Technology
$519.17
-28.7% upside to fair value
Med Conviction Grade C+
QuantHub Verdict
DHR has more upside to fair value (+7.9%). WDC trades at a lower forward P/E (27.8x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric DHR WDC
Current Price $195.98 $519.17
Fair Value Estimate $211.54 $370.00
Upside to Fair Value +7.9% -28.7%
Market Cap $138.7B $178.9B
Forward P/E 37.8x 27.8x
EV / EBITDA 22.8x 37.3x
Price / Sales 5.6x 13.9x
Price / FCF 26.2x 51.0x
Revenue Growth YoY +3.7% +35.7%
Gross Margin 60.7% 48.9%
Operating Margin 21.0% 34.9%
Return on Equity 7.1% 43.4%
Dividend Yield 0% 0.1%
FCF Yield 3.81% 2.0%
Analyst Consensus Strong Buy Buy
Investment Thesis
DHR β€” Danaher Corporation
Danaher Corporation operates in the healthcare sector, specifically in medical diagnostics and research, delivering high-quality products with a durable competitive moat supported by strong margins and consistent earnings growth. The company trades at a trailing and forward P/E of 37.76, which is relatively high but justified by its stable revenue growth of 3.7% and earnings growth of 7.9% in the…
WDC β€” Western Digital Corporation
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 DHR WDC
Zone Low $158.66 $278.00
Zone High $179.81 $315.00
In Buy Zone? No No
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