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 2026-08-06.
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
WDC trades at a lower forward P/E
(27.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
WDC |
| Current Price |
$184.31 |
$519.17 |
| Fair Value Estimate |
$210.13 |
$370.00 |
| Upside to Fair Value |
+14.0%
|
-28.7%
|
| Market Cap |
$530.1B |
$178.9B |
| Forward P/E |
31.0x
|
27.8x
|
| EV / EBITDA |
20.4x
|
37.3x
|
| Price / Sales |
7.9x
|
13.9x
|
| Price / FCF |
-22.4x
|
51.0x
|
| Revenue Growth YoY |
+20.6%
|
+35.7%
|
| Gross Margin |
65.8%
|
48.9%
|
| Operating Margin |
30.8%
|
34.9%
|
| Return on Equity |
50.4%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
—
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
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 |
ORCL |
WDC |
| Zone Low |
$157.60 |
$278.00 |
| Zone High |
$178.61 |
$315.00 |
| In Buy Zone? |
No
|
No
|