SNDK vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Sandisk Corporation and Veritiv Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
Sandisk Corporation · Technology
$1,614.39
-25.3% upside to fair value
Med Conviction
Grade C
VS
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
SNDK has more upside to fair value
(-25.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
SNDK |
VRTV |
| Current Price |
$1,614.39 |
$169.99 |
| Fair Value Estimate |
$1,206.72 |
$93.49 |
| Upside to Fair Value |
-25.3%
|
-45.0%
|
| Market Cap |
$239.1B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
17.9x
|
5.4x
|
| Price / Sales |
11.8x
|
0.4x
|
| Price / FCF |
20.6x
|
10.4x
|
| Revenue Growth YoY |
+371.6%
|
-19.0%
|
| Gross Margin |
71.5%
|
22.7%
|
| Operating Margin |
61.2%
|
5.9%
|
| Return on Equity |
93.1%
|
48.6%
|
| Dividend Yield |
0% |
1.48% |
| FCF Yield |
4.84%
|
9.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Sandisk designs and manufactures NAND flash storage solutions, including SSDs, embedded memory, removable cards, USB devices, and wafers, employing roughly 11,100 people from its Milpitas, California headquarters. The business is currently generating extraordinary profitability, with TTM gross margin of 71.5%, operating margin of 61.2%, net margin of 56.5%, and ROE of 93.1%, while revenue grew 37…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
SNDK |
VRTV |
| Zone Low |
$905.04 |
$70.12 |
| Zone High |
$1,025.71 |
$79.47 |
| In Buy Zone? |
No
|
No
|