Sandisk Corp (SNDK)vsUnion Pacific Corporation (UNP)
SNDK
Sandisk Corp
$709.71
-8.08%
TECHNOLOGY · Cap: $104.75B
UNP
Union Pacific Corporation
$234.92
+0.32%
INDUSTRIALS · Cap: $139.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Union Pacific Corporation generates 174% more annual revenue ($24.51B vs $8.93B). UNP leads profitability with a 29.1% profit margin vs -11.7%. UNP earns a higher WallStSmart Score of 60/100 (C).
SNDK
Hold49
out of 100
Grade: D+
UNP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SNDK.
Margin of Safety
-10.4%
Fair Value
$212.69
Current Price
$234.92
$22.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 35.5%
Revenue surging 61.2% year-over-year
Earnings expanding 618.0% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 40 in profit
Strong operational efficiency at 40.9%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 1.2B in free cash flow
Areas to Watch
Trading at 10.3x book value
Grey zone — moderate risk
ROE of -9.4% — below average capital efficiency
Currently unprofitable
Expensive relative to growth rate
Revenue declined 60.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : SNDK
The strongest argument for SNDK centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 61.2% 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 29.1% and operating margin at 40.9%.
Bear Case : SNDK
The primary concerns for SNDK are Price/Book, Altman Z-Score, Return on Equity.
Bear Case : UNP
The primary concerns for UNP are PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
SNDK profiles as a hypergrowth stock while UNP is a declining play — different risk/reward profiles.
SNDK is growing revenue faster at 61.2% — sustainability is the question.
UNP generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UNP scores higher overall (60/100 vs 49/100), backed by strong 29.1% margins. Both earn "Buy" and "Hold" 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.
Compare with Other COMPUTER HARDWARE Stocks
Want to dig deeper into these stocks?