WDC vs WFC: Which Is the Better Buy?
Side-by-side comparison of Western Digital Corporation and Wells Fargo & Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
VS
Wells Fargo & Company · Financial Services
$86.12
+20.4% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
WFC has more upside to fair value
(+20.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
WDC |
WFC |
| Current Price |
$441.36 |
$86.12 |
| Fair Value Estimate |
$367.30 |
$103.68 |
| Upside to Fair Value |
-16.8%
|
+20.4%
|
| Market Cap |
$152.1B |
$260.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
17.4x
|
15.6x
|
| Price / Sales |
11.8x
|
2.0x
|
| Price / FCF |
47.3x
|
13.7x
|
| Revenue Growth YoY |
+43.8%
|
+11.3%
|
| Gross Margin |
48.9%
|
64.5%
|
| Operating Margin |
34.9%
|
21.2%
|
| Return on Equity |
118.6%
|
12.6%
|
| Dividend Yield |
0.12% |
2.15% |
| FCF Yield |
2.12%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
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…
Wells Fargo is a diversified U.S. bank with roughly 197,000 employees operating four segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. The business quality is solid but not exceptional: trailing return on equity is 12.6%, TTM net margin is 17.5%, and revenue grew 11.3% year over year in the most recent quarter while…
Accumulation Zones
| Metric |
WDC |
WFC |
| Zone Low |
$275.48 |
$77.76 |
| Zone High |
$312.20 |
$88.13 |
| In Buy Zone? |
No
|
Yes
|