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 2026-08-06.
Alphabet Inc. · Communication Services
$357.18
-17.7% 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
GOOGL has more upside to fair value
(-17.7%).
GOOGL trades at a lower forward P/E
(27.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOGL |
WDC |
| Current Price |
$357.18 |
$519.17 |
| Fair Value Estimate |
$294.10 |
$370.00 |
| Upside to Fair Value |
-17.7%
|
-28.7%
|
| Market Cap |
$4,320.1B |
$178.9B |
| Forward P/E |
27.0x
|
27.8x
|
| EV / EBITDA |
20.0x
|
37.3x
|
| Price / Sales |
10.2x
|
13.9x
|
| Price / FCF |
67.0x
|
51.0x
|
| Revenue Growth YoY |
+21.8%
|
+35.7%
|
| Gross Margin |
60.4%
|
48.9%
|
| Operating Margin |
32.7%
|
34.9%
|
| Return on Equity |
39.0%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
1.49%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its Google platform, which dominates search and digital advertising. The company exhibits high business quality with a durable competitive moat supported by network effects, strong brand, and intangible assets. Alphabet's financials show robust profitability with a 39.0% ROE and strong margin…
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 |
GOOGL |
WDC |
| Zone Low |
$220.58 |
$278.00 |
| Zone High |
$249.99 |
$315.00 |
| In Buy Zone? |
No
|
No
|