UPS vs WDC: Which Is the Better Buy?
Side-by-side comparison of United Parcel Service, Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
United Parcel Service, Inc. · Industrials
$99.02
+21.1% upside to fair value
Med Conviction
Grade B
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
UPS has more upside to fair value
(+21.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
UPS |
WDC |
| Current Price |
$99.02 |
$441.36 |
| Fair Value Estimate |
$119.92 |
$367.30 |
| Upside to Fair Value |
+21.1%
|
-16.8%
|
| Market Cap |
$84.1B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.2x
|
17.4x
|
| Price / Sales |
0.9x
|
11.8x
|
| Price / FCF |
15.3x
|
47.3x
|
| Revenue Growth YoY |
+7.6%
|
+43.8%
|
| Gross Margin |
16.6%
|
48.9%
|
| Operating Margin |
7.3%
|
34.9%
|
| Return on Equity |
29.1%
|
118.6%
|
| Dividend Yield |
6.62% |
0.12% |
| FCF Yield |
6.52%
|
2.12%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
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 |
UPS |
WDC |
| Zone Low |
$89.94 |
$275.48 |
| Zone High |
$101.93 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|