INTC vs WDC: Which Is the Better Buy?

Side-by-side comparison of Intel Corp. and Western Digital Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-08-06.
Intel Corp. Β· Technology
$107.76
-5.2% upside to fair value
Grade D
VS
Western Digital Corporation Β· Technology
$519.17
-28.7% upside to fair value
Med Conviction Grade C+
QuantHub Verdict
INTC has more upside to fair value (-5.2%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric INTC WDC
Current Price $107.76 $519.17
Fair Value Estimate $102.16 $370.00
Upside to Fair Value -5.2% -28.7%
Market Cap $541.6B $178.9B
Forward P/E -173.8x 27.8x
EV / EBITDA 49.9x 37.3x
Price / Sales 10.1x 13.9x
Price / FCF -173.7x 51.0x
Revenue Growth YoY +7.2% +35.7%
Gross Margin 35.4% 48.9%
Operating Margin -9.4% 34.9%
Return on Equity -3.0% 43.4%
Dividend Yield 0% 0.1%
FCF Yield β€” 2.0%
Analyst Consensus Hold Buy
Investment Thesis
INTC β€” Intel Corp.
Intel Corporation is a leading semiconductor company operating in the technology sector, specializing in designing and manufacturing microprocessors and related technologies. The business quality is currently low due to negative earnings growth of 354.1% in the most recent quarter and negative profitability metrics including a net margin of -5.9% and an operating margin of -9.4%. Despite a revenu…
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 INTC WDC
Zone Low $76.62 $278.00
Zone High $86.84 $315.00
In Buy Zone? No No
← INTC Research    WDC Research β†’    All Research