JPM vs WDC: Which Is the Better Buy?
Side-by-side comparison of JPMorgan Chase & Co. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
JPMorgan Chase & Co. · Financial Services
$334.53
+45.0% upside to fair value
Grade B
High Quality
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
JPM has more upside to fair value
(+45.0%).
JPM trades at a lower forward P/E
(14.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JPM |
WDC |
| Current Price |
$334.53 |
$519.17 |
| Fair Value Estimate |
$485.07 |
$370.00 |
| Upside to Fair Value |
+45.0%
|
-28.7%
|
| Market Cap |
$896.4B |
$178.9B |
| Forward P/E |
14.3x
|
27.8x
|
| EV / EBITDA |
12.4x
|
37.3x
|
| Price / Sales |
5.4x
|
13.9x
|
| Price / FCF |
6.4x
|
51.0x
|
| Revenue Growth YoY |
-168.4%
|
+35.7%
|
| Gross Margin |
78.6%
|
48.9%
|
| Operating Margin |
33.7%
|
34.9%
|
| Return on Equity |
17.8%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
15.72%
|
2.0%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
JPMorgan Chase & Co. operates as a leading diversified bank within the financial services sector, demonstrating a high-quality business model characterized by a strong return on equity of 17.8% and robust profitability margins including a net margin of 38.9%. Despite a significant revenue decline of 168.4% year-over-year in the most recent quarter, earnings grew by 41.2%, reflecting operational e…
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 |
JPM |
WDC |
| Zone Low |
$363.80 |
$278.00 |
| Zone High |
$412.31 |
$315.00 |
| In Buy Zone? |
Yes
|
No
|