TSLA vs WDC: Which Is the Better Buy?
Side-by-side comparison of Tesla, Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Tesla, Inc. · Consumer Cyclical
$400.49
-1.1% upside to fair value
Grade D
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
TSLA has more upside to fair value
(-1.1%).
WDC trades at a lower forward P/E
(27.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TSLA |
WDC |
| Current Price |
$400.49 |
$519.17 |
| Fair Value Estimate |
$396.15 |
$370.00 |
| Upside to Fair Value |
-1.1%
|
-28.7%
|
| Market Cap |
$1,504.1B |
$178.9B |
| Forward P/E |
334.1x
|
27.8x
|
| EV / EBITDA |
124.0x
|
37.3x
|
| Price / Sales |
15.4x
|
13.9x
|
| Price / FCF |
214.9x
|
51.0x
|
| Revenue Growth YoY |
+15.8%
|
+35.7%
|
| Gross Margin |
19.1%
|
48.9%
|
| Operating Margin |
5.0%
|
34.9%
|
| Return on Equity |
4.8%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
0.47%
|
2.0%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Tesla, Inc. is a leading global electric vehicle manufacturer and energy solutions provider, led by CEO Elon Musk since 2008. The company maintains a strong position in the EV market with a unique fast-charging and software ecosystem, although its EV market share is declining amid intensifying competition. Tesla's business quality is medium due to its narrowing moat and modest profitability, with…
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 |
TSLA |
WDC |
| Zone Low |
$297.11 |
$278.00 |
| Zone High |
$336.73 |
$315.00 |
| In Buy Zone? |
No
|
No
|