GE vs WDC: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
GE Aerospace · Industrials
$312.90
+3.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
GE has more upside to fair value
(+3.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GE |
WDC |
| Current Price |
$312.90 |
$441.36 |
| Fair Value Estimate |
$323.41 |
$367.30 |
| Upside to Fair Value |
+3.4%
|
-16.8%
|
| Market Cap |
$324.6B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
27.4x
|
17.4x
|
| Price / Sales |
6.4x
|
11.8x
|
| Price / FCF |
38.7x
|
47.3x
|
| Revenue Growth YoY |
+21.1%
|
+43.8%
|
| Gross Margin |
35.4%
|
48.9%
|
| Operating Margin |
20.8%
|
34.9%
|
| Return on Equity |
49.0%
|
118.6%
|
| Dividend Yield |
0.53% |
0.12% |
| FCF Yield |
2.58%
|
2.12%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
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 |
GE |
WDC |
| Zone Low |
$242.56 |
$275.48 |
| Zone High |
$274.90 |
$312.20 |
| In Buy Zone? |
No
|
No
|