Seagate Technology PLC (STX)vsWelltower Inc (WELL)
STX
Seagate Technology PLC
$411.23
-5.38%
TECHNOLOGY · Cap: $97.36B
WELL
Welltower Inc
$195.94
-4.93%
REAL ESTATE · Cap: $136.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 8% more annual revenue ($10.84B vs $10.06B). STX leads profitability with a 19.6% profit margin vs 8.6%. STX appears more attractively valued with a PEG of 0.67. STX earns a higher WallStSmart Score of 72/100 (B).
STX
Strong Buy72
out of 100
Grade: B
WELL
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.9%
Fair Value
$415.12
Current Price
$411.23
$3.89 discount
Margin of Safety
-2067.7%
Fair Value
$9.59
Current Price
$195.94
$186.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 67.7% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 29.9%
Revenue surging 21.5% year-over-year
Revenue surging 41.3% year-over-year
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
Trading at 195.8x book value
ROE of 2.5% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 26.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : STX
The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% demonstrates continued momentum.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, Market Cap. Revenue growth of 41.3% demonstrates continued momentum.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 49.0x leaves little room for execution misses.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 139.0x leaves little room for execution misses.
Key Dynamics to Monitor
STX profiles as a growth stock while WELL is a hypergrowth play — different risk/reward profiles.
STX carries more volatility with a beta of 1.65 — expect wider price swings.
WELL is growing revenue faster at 41.3% — sustainability is the question.
WELL generates stronger free cash flow (647M), providing more financial flexibility.
Bottom Line
STX scores higher overall (72/100 vs 39/100), backed by strong 19.6% margins and 21.5% revenue growth. Both earn "Strong 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.
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.
Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
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