Seagate Technology PLC (STX)vsUBS Group AG (UBS)
STX
Seagate Technology PLC
$771.01
+4.40%
TECHNOLOGY · Cap: $163.00B
UBS
UBS Group AG
$43.36
-0.76%
FINANCIAL SERVICES · Cap: $134.56B
Smart Verdict
WallStSmart Research — data-driven comparison
UBS Group AG generates 366% more annual revenue ($51.31B vs $11.01B). STX leads profitability with a 21.6% profit margin vs 17.8%. STX appears more attractively valued with a PEG of 0.50. UBS earns a higher WallStSmart Score of 79/100 (B+).
STX
Strong Buy76
out of 100
Grade: B+
UBS
Strong Buy79
out of 100
Grade: B+
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
Reasonable price relative to book value
Strong operational efficiency at 31.5%
Earnings expanding 84.4% YoY
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
Trading at 367.1x book value
No major concerns identified
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 : UBS
The strongest argument for UBS centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 17.8% and operating margin at 31.5%. Revenue growth of 13.8% 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 : UBS
No major red flags identified for UBS, but monitor valuation.
Key Dynamics to Monitor
STX profiles as a growth stock while UBS is a mature play — different risk/reward profiles.
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.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UBS scores higher overall (79/100 vs 76/100), backed by strong 17.8% margins and 13.8% 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.
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.
UBS Group AG
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.
Compare with Other COMPUTER HARDWARE Stocks
Want to dig deeper into these stocks?