VRTV vs WDC: Which Is the Better Buy?
Side-by-side comparison of Veritiv Corporation and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Veritiv Corporation · Industrials
$169.99
-43.3% 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
WDC has more upside to fair value
(-28.7%).
VRTV trades at a lower forward P/E
(7.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
VRTV |
WDC |
| Current Price |
$169.99 |
$519.17 |
| Fair Value Estimate |
$96.38 |
$370.00 |
| Upside to Fair Value |
-43.3%
|
-28.7%
|
| Market Cap |
$2.3B |
$178.9B |
| Forward P/E |
7.1x
|
27.8x
|
| EV / EBITDA |
5.4x
|
37.3x
|
| Price / Sales |
0.3x
|
13.9x
|
| Price / FCF |
10.0x
|
51.0x
|
| Revenue Growth YoY |
-19.0%
|
+35.7%
|
| Gross Margin |
22.7%
|
48.9%
|
| Operating Margin |
5.9%
|
34.9%
|
| Return on Equity |
48.6%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
9.99%
|
2.0%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
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 |
VRTV |
WDC |
| Zone Low |
$72.28 |
$278.00 |
| Zone High |
$81.92 |
$315.00 |
| In Buy Zone? |
No
|
No
|