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 2026-08-06.
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
GE has more upside to fair value
(-25.9%).
WDC trades at a lower forward P/E
(27.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
WDC |
| Current Price |
$360.35 |
$519.17 |
| Fair Value Estimate |
$267.03 |
$370.00 |
| Upside to Fair Value |
-25.9%
|
-28.7%
|
| Market Cap |
$376.5B |
$178.9B |
| Forward P/E |
42.3x
|
27.8x
|
| EV / EBITDA |
33.4x
|
37.3x
|
| Price / Sales |
7.8x
|
13.9x
|
| Price / FCF |
50.5x
|
51.0x
|
| Revenue Growth YoY |
+21.1%
|
+35.7%
|
| Gross Margin |
36.1%
|
48.9%
|
| Operating Margin |
21.0%
|
34.9%
|
| Return on Equity |
46.2%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
1.98%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
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 |
GE |
WDC |
| Zone Low |
$200.27 |
$278.00 |
| Zone High |
$226.98 |
$315.00 |
| In Buy Zone? |
No
|
No
|