Meta Platforms Inc. (META)vsWestern Digital Corporation (WDC)
META
Meta Platforms Inc.
$610.41
-0.89%
COMMUNICATION SERVICES · Cap: $1.55T
WDC
Western Digital Corporation
$442.36
+2.51%
TECHNOLOGY · Cap: $152.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Meta Platforms Inc. generates 1725% more annual revenue ($214.96B vs $11.78B). WDC leads profitability with a 55.3% profit margin vs 32.8%. WDC appears more attractively valued with a PEG of 0.87. META earns a higher WallStSmart Score of 83/100 (A-).
META
Exceptional Buy83
out of 100
Grade: A-
WDC
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.7%
Fair Value
$934.64
Current Price
$610.41
$324.23 discount
Intrinsic value data unavailable for WDC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 40.6%
Revenue surging 33.1% year-over-year
Earnings expanding 62.4% YoY
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 477.2% YoY
Large-cap with strong market position
Areas to Watch
Weak financial health signals
Moderate valuation
Trading at 21.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : META
The strongest argument for META centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 32.8% and operating margin at 40.6%. Revenue growth of 33.1% demonstrates continued momentum.
Bull Case : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating 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 : META
The primary concerns for META are Piotroski F-Score.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book.
Key Dynamics to Monitor
WDC carries more volatility with a beta of 2.16 — expect wider price swings.
WDC is growing revenue faster at 45.5% — sustainability is the question.
META generates stronger free cash flow (13.2B), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
META scores higher overall (83/100 vs 79/100), backed by strong 32.8% margins and 33.1% 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.
Meta Platforms Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Meta Platforms, Inc. develops products that enable people to connect and share with friends and family through mobile devices, PCs, virtual reality headsets, wearables and home devices around the world. The company is headquartered in Menlo Park, California.
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 INTERNET CONTENT & INFORMATION Stocks
Want to dig deeper into these stocks?