ORCL vs WDC: Which Is the Better Buy?
Side-by-side comparison of Oracle Corporation and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Oracle Corporation · Technology
$149.12
+45.0% 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
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
WDC |
| Current Price |
$149.12 |
$441.36 |
| Fair Value Estimate |
$216.22 |
$367.30 |
| Upside to Fair Value |
+45.0%
|
-16.8%
|
| Market Cap |
$429.5B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.6x
|
17.4x
|
| Price / Sales |
6.0x
|
11.8x
|
| Price / FCF |
—
|
47.3x
|
| Revenue Growth YoY |
+29.6%
|
+43.8%
|
| Gross Margin |
63.9%
|
48.9%
|
| Operating Margin |
32.4%
|
34.9%
|
| Return on Equity |
42.6%
|
118.6%
|
| Dividend Yield |
1.34% |
0.12% |
| FCF Yield |
—
|
2.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
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 |
ORCL |
WDC |
| Zone Low |
$162.16 |
$275.48 |
| Zone High |
$183.79 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|