Seagate Technology PLC (STX)vsUber Technologies Inc (UBER)
STX
Seagate Technology PLC
$738.54
+1.60%
TECHNOLOGY · Cap: $163.00B
UBER
Uber Technologies Inc
$73.93
-1.58%
TECHNOLOGY · Cap: $152.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 372% more annual revenue ($52.02B vs $11.01B). STX leads profitability with a 21.6% profit margin vs 19.3%. STX appears more attractively valued with a PEG of 0.50. STX earns a higher WallStSmart Score of 76/100 (B+).
STX
Strong Buy76
out of 100
Grade: B+
UBER
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for STX.
Margin of Safety
+32.1%
Fair Value
$105.13
Current Price
$73.93
$31.20 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 351.7x book value
Expensive relative to growth rate
Earnings declined 95.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : STX
The strongest argument for STX centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 69.0x leaves little room for execution misses.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
STX carries more volatility with a beta of 1.63 — expect wider price swings.
STX is growing revenue faster at 44.1% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STX scores higher overall (76/100 vs 56/100), backed by strong 21.6% margins and 44.1% revenue growth. UBER offers better value entry with a 32.1% 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.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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