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 2026-09-26.
Tesla, Inc. · Consumer Cyclical
$372.11
+45.0% upside to fair value
Med Conviction
Grade C
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
TSLA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TSLA |
WDC |
| Current Price |
$372.11 |
$441.36 |
| Fair Value Estimate |
$539.56 |
$367.30 |
| Upside to Fair Value |
+45.0%
|
-16.8%
|
| Market Cap |
$1,469.7B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
121.7x
|
17.4x
|
| Price / Sales |
14.2x
|
11.8x
|
| Price / FCF |
209.1x
|
47.3x
|
| Revenue Growth YoY |
+25.5%
|
+43.8%
|
| Gross Margin |
18.9%
|
48.9%
|
| Operating Margin |
4.2%
|
34.9%
|
| Return on Equity |
4.6%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
0.48%
|
2.12%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Tesla, Inc. designs, manufactures and sells electric vehicles and energy generation and storage systems, operating through Automotive and Energy Generation and Storage segments with 134,785 full-time employees and a market capitalization of $1,469.67 billion at a share price of $372.11. The business quality is mixed: revenue grew 25.5% year over year in the most recent quarter, but earnings fell …
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 |
TSLA |
WDC |
| Zone Low |
$404.67 |
$275.48 |
| Zone High |
$458.63 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|