GOOGL vs WDC: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOGL |
WDC |
| Current Price |
$342.36 |
$441.36 |
| Fair Value Estimate |
$399.26 |
$367.30 |
| Upside to Fair Value |
+16.6%
|
-16.8%
|
| Market Cap |
$4,143.3B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
17.4x
|
| Price / Sales |
9.3x
|
11.8x
|
| Price / FCF |
78.1x
|
47.3x
|
| Revenue Growth YoY |
+24.2%
|
+43.8%
|
| Gross Margin |
60.9%
|
48.9%
|
| Operating Margin |
33.1%
|
34.9%
|
| Return on Equity |
50.8%
|
118.6%
|
| Dividend Yield |
0.25% |
0.12% |
| FCF Yield |
1.28%
|
2.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
WDC |
| Zone Low |
$299.44 |
$275.48 |
| Zone High |
$339.37 |
$312.20 |
| In Buy Zone? |
No
|
No
|