NFLX vs WDC: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NFLX |
WDC |
| Current Price |
$76.41 |
$441.36 |
| Fair Value Estimate |
$110.00 |
$367.30 |
| Upside to Fair Value |
+44.0%
|
-16.8%
|
| Market Cap |
$318.2B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.6x
|
17.4x
|
| Price / Sales |
6.6x
|
11.8x
|
| Price / FCF |
29.1x
|
47.3x
|
| Revenue Growth YoY |
+13.4%
|
+43.8%
|
| Gross Margin |
49.1%
|
48.9%
|
| Operating Margin |
29.7%
|
34.9%
|
| Return on Equity |
48.0%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
3.44%
|
2.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
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 |
NFLX |
WDC |
| Zone Low |
$82.50 |
$275.48 |
| Zone High |
$93.50 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|