V vs WDC: Which Is the Better Buy?
Side-by-side comparison of Visa Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction
Grade B
High Quality
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
V has more upside to fair value
(+25.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
V |
WDC |
| Current Price |
$368.29 |
$441.36 |
| Fair Value Estimate |
$463.00 |
$367.30 |
| Upside to Fair Value |
+25.7%
|
-16.8%
|
| Market Cap |
$687.6B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
24.0x
|
17.4x
|
| Price / Sales |
15.5x
|
11.8x
|
| Price / FCF |
33.5x
|
47.3x
|
| Revenue Growth YoY |
+14.4%
|
+43.8%
|
| Gross Margin |
80.2%
|
48.9%
|
| Operating Margin |
60.7%
|
34.9%
|
| Return on Equity |
61.3%
|
118.6%
|
| Dividend Yield |
0.73% |
0.12% |
| FCF Yield |
2.98%
|
2.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
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 |
V |
WDC |
| Zone Low |
$347.25 |
$275.48 |
| Zone High |
$393.55 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|