Seagate Technology PLC (STX)vsAT&T Inc. (T)
STX
Seagate Technology PLC
$925.99
+0.39%
TECHNOLOGY · Cap: $230.51B
T
AT&T Inc.
$22.75
-1.92%
COMMUNICATION SERVICES · Cap: $161.83B
Smart Verdict
WallStSmart Research — data-driven comparison
AT&T Inc. generates 1049% more annual revenue ($126.53B vs $11.01B). STX leads profitability with a 21.6% profit margin vs 16.9%. STX appears more attractively valued with a PEG of 0.71. STX earns a higher WallStSmart Score of 77/100 (B+).
STX
Strong Buy77
out of 100
Grade: B+
T
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for STX.
Margin of Safety
+15.7%
Fair Value
$27.48
Current Price
$22.75
$4.73 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 217 in profit
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Strong operational efficiency at 22.7%
Generating 2.7B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 189.8x book value
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
2.9% revenue growth
Elevated debt levels
Earnings declined 11.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : STX
The strongest argument for STX centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bull Case : T
The strongest argument for T centers on P/E Ratio, Price/Book, Market Cap. Profitability is solid with margins at 16.9% and operating margin at 22.7%.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 97.1x leaves little room for execution misses. Debt-to-equity of 3.82 is elevated, increasing financial risk.
Bear Case : T
The primary concerns for T are PEG Ratio, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
STX profiles as a growth stock while T is a value play — different risk/reward profiles.
STX carries more volatility with a beta of 2.08 — expect wider price swings.
STX is growing revenue faster at 44.1% — sustainability is the question.
T generates stronger free cash flow (2.7B), providing more financial flexibility.
Bottom Line
STX scores higher overall (77/100 vs 64/100), backed by strong 21.6% margins and 44.1% revenue growth. T offers better value entry with a 15.7% margin of safety. 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.
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.
AT&T Inc.
COMMUNICATION SERVICES · TELECOM SERVICES · USA
AT&T Inc. is an American multinational conglomerate holding company, Delaware-registered but headquartered at Whitacre Tower in Downtown Dallas, Texas. It is the world largest telecommunications company, and the second largest provider of mobile telephone services.
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