Elevance Health Inc (ELV)vsWestern Digital Corporation (WDC)
ELV
Elevance Health Inc
$291.48
+0.11%
HEALTHCARE · Cap: $64.33B
WDC
Western Digital Corporation
$293.10
-7.52%
TECHNOLOGY · Cap: $100.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Elevance Health Inc generates 1755% more annual revenue ($199.13B vs $10.73B). WDC leads profitability with a 35.6% profit margin vs 2.8%. WDC appears more attractively valued with a PEG of 0.69. ELV earns a higher WallStSmart Score of 67/100 (B-).
ELV
Strong Buy67
out of 100
Grade: B-
WDC
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.3%
Fair Value
$1179.83
Current Price
$291.48
$888.35 discount
Margin of Safety
-311.2%
Fair Value
$66.57
Current Price
$293.10
$226.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Earnings expanding 36.3% YoY
Every $100 of equity generates 41 in profit
Keeps 36 of every $100 in revenue as profit
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
2.8% margin — thin
Operating margin of 1.5%
Weak financial health signals
Negative free cash flow — burning cash
Moderate valuation
Trading at 14.0x book value
Revenue declined 41.0%
Earnings declined 95.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : ELV
The strongest argument for ELV centers on P/E Ratio, Price/Book, Market Cap. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bull Case : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Market Cap. Profitability is solid with margins at 35.6% and operating margin at 15.4%. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bear Case : ELV
The primary concerns for ELV are Profit Margin, Operating Margin, Piotroski F-Score. Thin 2.8% margins leave little buffer for downturns.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
ELV profiles as a value stock while WDC is a declining play — different risk/reward profiles.
WDC carries more volatility with a beta of 1.85 — expect wider price swings.
ELV is growing revenue faster at 9.5% — sustainability is the question.
WDC generates stronger free cash flow (653M), providing more financial flexibility.
Bottom Line
ELV scores higher overall (67/100 vs 55/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Elevance Health Inc
HEALTHCARE · HEALTHCARE PLANS · USA
Elevance Health Inc. is a health benefits company. The company is headquartered in Indianapolis, Indiana.
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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