Sandisk Corp (SNDK)vsUnion Pacific Corporation (UNP)
SNDK
Sandisk Corp
$1,096.51
+3.04%
TECHNOLOGY · Cap: $161.85B
UNP
Union Pacific Corporation
$263.41
+0.23%
INDUSTRIALS · Cap: $156.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Union Pacific Corporation generates 87% more annual revenue ($24.70B vs $13.18B). SNDK leads profitability with a 34.2% profit margin vs 29.2%. UNP trades at a lower P/E of 21.7x. SNDK earns a higher WallStSmart Score of 69/100 (B-).
SNDK
Strong Buy69
out of 100
Grade: B-
UNP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.4%
Fair Value
$413.56
Current Price
$1096.51
$682.95 premium
Margin of Safety
-76.0%
Fair Value
$150.01
Current Price
$263.41
$113.40 premium
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
Every $100 of equity generates 41 in profit
Strong operational efficiency at 40.4%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 15.9x book value
Grey zone — moderate risk
Trading at 8.5x book value
3.2% revenue growth
Expensive relative to growth rate
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 : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 29.2% and operating margin at 40.4%.
Bear Case : SNDK
The primary concerns for SNDK are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : UNP
The primary concerns for UNP are Price/Book, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
SNDK profiles as a growth stock while UNP is a value play — different risk/reward profiles.
SNDK is growing revenue faster at 251.0% — sustainability is the question.
UNP generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SNDK scores higher overall (69/100 vs 60/100), backed by strong 34.2% margins and 251.0% 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.
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 →Union Pacific Corporation
INDUSTRIALS · RAILROADS · USA
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
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