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 2026-08-06.
United Parcel Service, Inc. · Industrials
$105.00
+12.9% upside to fair value
Grade B
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
UPS has more upside to fair value
(+12.9%).
UPS trades at a lower forward P/E
(17.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
UPS |
WDC |
| Current Price |
$105.00 |
$519.17 |
| Fair Value Estimate |
$118.53 |
$370.00 |
| Upside to Fair Value |
+12.9%
|
-28.7%
|
| Market Cap |
$89.2B |
$178.9B |
| Forward P/E |
17.0x
|
27.8x
|
| EV / EBITDA |
9.6x
|
37.3x
|
| Price / Sales |
1.0x
|
13.9x
|
| Price / FCF |
19.8x
|
51.0x
|
| Revenue Growth YoY |
-1.6%
|
+35.7%
|
| Gross Margin |
17.8%
|
48.9%
|
| Operating Margin |
8.5%
|
34.9%
|
| Return on Equity |
33.0%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
5.06%
|
2.0%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
United Parcel Service, Inc. operates as a global integrated freight and logistics company with a strong presence in U.S. domestic package delivery, international package services, and supply chain solutions. The company benefits from a durable competitive moat supported by its extensive network capabilities, premium service positioning, and strategic focus on higher-margin segments such as health…
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 |
UPS |
WDC |
| Zone Low |
$88.90 |
$278.00 |
| Zone High |
$100.75 |
$315.00 |
| In Buy Zone? |
No
|
No
|