Bloom Energy Corp (BE)vsWestern Digital Corporation (WDC)
BE
Bloom Energy Corp
$283.92
+8.77%
INDUSTRIALS · Cap: $73.57B
WDC
Western Digital Corporation
$515.83
+7.46%
TECHNOLOGY · Cap: $159.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Western Digital Corporation generates 381% more annual revenue ($11.78B vs $2.45B). WDC leads profitability with a 55.3% profit margin vs 0.3%. WDC appears more attractively valued with a PEG of 0.43. WDC earns a higher WallStSmart Score of 79/100 (B+).
BE
Hold40
out of 100
Grade: D
WDC
Strong Buy79
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 130.4% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Every $100 of equity generates 86 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 37.0%
Revenue surging 45.5% year-over-year
Earnings expanding 482.9% YoY
Areas to Watch
Expensive relative to growth rate
ROE of 1.3% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Moderate valuation
Trading at 24.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on Revenue Growth, Market Cap. Revenue growth of 130.4% demonstrates continued momentum.
Bull Case : WDC
The strongest argument for WDC centers on PEG Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 55.3% and operating margin at 37.0%. Revenue growth of 45.5% demonstrates continued momentum.
Bear Case : BE
The primary concerns for BE are PEG Ratio, Return on Equity, Profit Margin. Thin 0.3% margins leave little buffer for downturns.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while WDC is a growth play — different risk/reward profiles.
BE carries more volatility with a beta of 3.83 — expect wider price swings.
BE is growing revenue faster at 130.4% — sustainability is the question.
WDC generates stronger free cash flow (978M), providing more financial flexibility.
Bottom Line
WDC scores higher overall (79/100 vs 40/100), backed by strong 55.3% margins and 45.5% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bloom Energy Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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