Sandisk Corp (SNDK)vsTeradyne Inc (TER)
SNDK
Sandisk Corp
$1,096.51
+3.04%
TECHNOLOGY · Cap: $161.85B
TER
Teradyne Inc
$357.10
+5.83%
TECHNOLOGY · Cap: $52.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Sandisk Corp generates 248% more annual revenue ($13.18B vs $3.79B). SNDK leads profitability with a 34.2% profit margin vs 22.6%. SNDK trades at a lower P/E of 37.5x. TER earns a higher WallStSmart Score of 77/100 (B+).
SNDK
Strong Buy69
out of 100
Grade: B-
TER
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.4%
Fair Value
$413.56
Current Price
$1096.51
$682.95 premium
Intrinsic value data unavailable for TER.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 70.0%
Revenue surging 251.0% year-over-year
Earnings expanding 618.0% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 37.6%
Revenue surging 87.0% year-over-year
Earnings expanding 314.8% YoY
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Keeps 23 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Trading at 15.9x book value
Grey zone — moderate risk
Trading at 19.9x book value
Premium valuation, high expectations priced in
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 34.2% and operating margin at 70.0%. Revenue growth of 251.0% demonstrates continued momentum.
Bull Case : TER
The strongest argument for TER centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 22.6% and operating margin at 37.6%. Revenue growth of 87.0% demonstrates continued momentum.
Bear Case : SNDK
The primary concerns for SNDK are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : TER
The primary concerns for TER are Price/Book, P/E Ratio. A P/E of 64.2x leaves little room for execution misses.
Key Dynamics to Monitor
SNDK is growing revenue faster at 251.0% — sustainability is the question.
SNDK generates stronger free cash flow (980M), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TER scores higher overall (77/100 vs 69/100), backed by strong 22.6% margins and 87.0% 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 →Teradyne Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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