Kenvue Inc. (KVUE)vsWestern Digital Corporation (WDC)
KVUE
Kenvue Inc.
$17.71
+4.92%
CONSUMER DEFENSIVE · Cap: $34.00B
WDC
Western Digital Corporation
$575.50
+4.79%
TECHNOLOGY · Cap: $225.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Kenvue Inc. generates 30% more annual revenue ($15.29B vs $11.78B). WDC leads profitability with a 55.3% profit margin vs 10.6%. WDC appears more attractively valued with a PEG of 0.58. WDC earns a higher WallStSmart Score of 80/100 (A-).
KVUE
Strong Buy68
out of 100
Grade: B-
WDC
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-87.1%
Fair Value
$9.91
Current Price
$17.71
$7.80 premium
Intrinsic value data unavailable for WDC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 21.6%
Earnings expanding 46.9% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 67 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
4.5% revenue growth
Distress zone — elevated risk
Premium valuation, high expectations priced in
Distress zone — elevated risk
Trading at 27.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : KVUE
The strongest argument for KVUE centers on Operating Margin, EPS Growth. PEG of 1.42 suggests the stock is reasonably priced for its growth.
Bull Case : WDC
The strongest argument for WDC centers on Market Cap, 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 : KVUE
The primary concerns for KVUE are Revenue Growth, Altman Z-Score.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Altman Z-Score, Price/Book.
Key Dynamics to Monitor
KVUE profiles as a value stock while WDC is a growth play — different risk/reward profiles.
WDC carries more volatility with a beta of 2.20 — expect wider price swings.
WDC is growing revenue faster at 45.5% — sustainability is the question.
WDC generates stronger free cash flow (978M), providing more financial flexibility.
Bottom Line
WDC scores higher overall (80/100 vs 68/100), backed by strong 55.3% margins and 45.5% revenue growth. Both earn "Exceptional Buy" and "Strong 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.
Kenvue Inc.
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Kenvue Inc. is a consumer health company globally.
Visit Website →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.
Compare with Other HOUSEHOLD & PERSONAL PRODUCTS Stocks
Want to dig deeper into these stocks?