WallStSmart

National Grid PLC ADR (NGG)vsSeagate Technology PLC (STX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

National Grid PLC ADR generates 59% more annual revenue ($17.48B vs $11.01B). STX leads profitability with a 21.6% profit margin vs 16.4%. STX appears more attractively valued with a PEG of 0.50. STX earns a higher WallStSmart Score of 76/100 (B+).

NGG

Buy

50

out of 100

Grade: C-

Growth: 2.0Profit: 6.5Value: 5.7Quality: 4.0
Piotroski: 4/9Altman Z: 1.24

STX

Strong Buy

76

out of 100

Grade: B+

Growth: 7.3Profit: 9.0Value: 5.7Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NGG2 strengths · Avg: 8.5/10
Market CapQuality
$88.05B9/10

Large-cap with strong market position

Operating MarginProfitability
24.1%8/10

Strong operational efficiency at 24.1%

STX6 strengths · Avg: 9.7/10
PEG RatioValuation
0.5010/10

Growing faster than its price suggests

Operating MarginProfitability
35.7%10/10

Strong operational efficiency at 35.7%

Revenue GrowthGrowth
44.1%10/10

Revenue surging 44.1% year-over-year

EPS GrowthGrowth
108.3%10/10

Earnings expanding 108.3% YoY

Market CapQuality
$163.00B9/10

Large-cap with strong market position

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Areas to Watch

NGG4 concerns · Avg: 3.0/10
Price/BookValuation
8.8x4/10

Trading at 8.8x book value

Return on EquityProfitability
7.9%3/10

ROE of 7.9% — below average capital efficiency

Debt/EquityHealth
1.233/10

Elevated debt levels

Revenue GrowthGrowth
-11.3%2/10

Revenue declined 11.3%

STX2 concerns · Avg: 2.0/10
P/E RatioValuation
69.0x2/10

Premium valuation, high expectations priced in

Price/BookValuation
367.1x2/10

Trading at 367.1x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : NGG

The strongest argument for NGG centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 24.1%. PEG of 1.10 suggests the stock is reasonably priced for its growth.

Bull Case : STX

The strongest argument for STX centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.

Bear Case : NGG

The primary concerns for NGG are Price/Book, Return on Equity, Debt/Equity.

Bear Case : STX

The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 69.0x leaves little room for execution misses.

Key Dynamics to Monitor

NGG profiles as a declining stock while STX is a growth play — different risk/reward profiles.

STX carries more volatility with a beta of 1.63 — expect wider price swings.

STX is growing revenue faster at 44.1% — sustainability is the question.

STX generates stronger free cash flow (953M), providing more financial flexibility.

Bottom Line

STX scores higher overall (76/100 vs 50/100), backed by strong 21.6% margins and 44.1% revenue growth. 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.

National Grid PLC ADR

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.

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Seagate Technology PLC

TECHNOLOGY · COMPUTER HARDWARE · USA

Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.

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