Seagate Technology PLC (STX)vsWells Fargo & Company (WFC)
STX
Seagate Technology PLC
$411.23
-5.38%
TECHNOLOGY · Cap: $97.36B
WFC
Wells Fargo & Company
$77.60
+1.58%
FINANCIAL SERVICES · Cap: $243.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Wells Fargo & Company generates 696% more annual revenue ($80.04B vs $10.06B). WFC leads profitability with a 26.7% profit margin vs 19.6%. STX appears more attractively valued with a PEG of 0.67. WFC earns a higher WallStSmart Score of 72/100 (B).
STX
Strong Buy72
out of 100
Grade: B
WFC
Strong Buy72
out of 100
Grade: B
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
+55.4%
Fair Value
$173.78
Current Price
$77.60
$96.18 discount
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
Mega-cap, among the largest globally
Reasonable price relative to book value
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Strong operational efficiency at 29.9%
Generating 4.1B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 195.8x book value
Expensive relative to growth rate
Distress zone — elevated risk
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 : WFC
The strongest argument for WFC centers on Market Cap, Price/Book, Profit Margin. Profitability is solid with margins at 26.7% and operating margin at 29.9%.
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 : WFC
The primary concerns for WFC are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
STX profiles as a growth stock while WFC is a value play — different risk/reward profiles.
STX carries more volatility with a beta of 1.65 — expect wider price swings.
STX is growing revenue faster at 21.5% — sustainability is the question.
WFC generates stronger free cash flow (4.1B), providing more financial flexibility.
Bottom Line
STX scores higher overall (72/100 vs 72/100), backed by strong 19.6% margins and 21.5% revenue growth. WFC offers better value entry with a 55.4% margin of safety. 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.
Wells Fargo & Company
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Wells Fargo & Company is an American multinational financial services company with corporate headquarters in San Francisco, California, operational headquarters in Manhattan, and managerial offices throughout the United States and overseas.
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