Sandisk Corp (SNDK)vsSeagate Technology PLC (STX)
SNDK
Sandisk Corp
$1,126.52
+4.78%
TECHNOLOGY · Cap: $188.59B
STX
Seagate Technology PLC
$606.38
+2.13%
TECHNOLOGY · Cap: $147.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Sandisk Corp generates 47% more annual revenue ($20.25B vs $13.80B). SNDK leads profitability with a 56.5% profit margin vs 31.9%. SNDK trades at a lower P/E of 17.7x. STX earns a higher WallStSmart Score of 79/100 (B+).
SNDK
Strong Buy69
out of 100
Grade: B-
STX
Strong Buy79
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 73 in profit
Keeps 57 of every $100 in revenue as profit
Strong operational efficiency at 78.5%
Revenue surging 371.6% year-over-year
Earnings expanding 618.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Every $100 of equity generates 127 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 48.8%
Revenue surging 61.0% year-over-year
Earnings expanding 212.3% YoY
Areas to Watch
Trading at 10.7x book value
Premium valuation, high expectations priced in
Trading at 40.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : SNDK
The strongest argument for SNDK centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 56.5% and operating margin at 78.5%. Revenue growth of 371.6% demonstrates continued momentum.
Bull Case : STX
The strongest argument for STX centers on PEG Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 31.9% and operating margin at 48.8%. Revenue growth of 61.0% demonstrates continued momentum.
Bear Case : SNDK
The primary concerns for SNDK are Price/Book.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book.
Key Dynamics to Monitor
SNDK is growing revenue faster at 371.6% — sustainability is the question.
SNDK generates stronger free cash flow (7.1B), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STX scores higher overall (79/100 vs 69/100), backed by strong 31.9% margins and 61.0% revenue growth. Both earn "Strong 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.
Sandisk Corp
TECHNOLOGY · COMPUTER HARDWARE · USA
Sandisk Corporation (Ticker: SNDK) is a U.S.-based technology company that develops, manufactures, and sells data storage products and solutions built on NAND flash memory technology, including solid-state drives (SSDs), embedded storage, memory cards, and USB flash drives for consumer, enterprise, and cloud computing markets.
Visit Website →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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