AT&T Inc (T)vsWestern Digital Corporation (WDC)
T
AT&T Inc
$28.31
+2.05%
COMMUNICATION SERVICES · Cap: $200.70B
WDC
Western Digital Corporation
$293.10
-7.52%
TECHNOLOGY · Cap: $100.21B
Smart Verdict
WallStSmart Research — data-driven comparison
AT&T Inc generates 1071% more annual revenue ($125.65B vs $10.73B). WDC leads profitability with a 35.6% profit margin vs 17.5%. WDC appears more attractively valued with a PEG of 0.69. T earns a higher WallStSmart Score of 63/100 (C+).
T
Buy63
out of 100
Grade: C+
WDC
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34.3%
Fair Value
$21.08
Current Price
$28.31
$7.23 premium
Margin of Safety
-311.2%
Fair Value
$66.57
Current Price
$293.10
$226.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 4.5B in free cash flow
Every $100 of equity generates 41 in profit
Keeps 36 of every $100 in revenue as profit
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
3.6% revenue growth
Earnings declined 5.6%
Moderate valuation
Trading at 14.0x book value
Revenue declined 41.0%
Earnings declined 95.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : T
The strongest argument for T centers on Market Cap, P/E Ratio, Price/Book. Profitability is solid with margins at 17.5% and operating margin at 18.4%.
Bull Case : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Market Cap. Profitability is solid with margins at 35.6% and operating margin at 15.4%. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bear Case : T
The primary concerns for T are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
T profiles as a value stock while WDC is a declining play — different risk/reward profiles.
WDC carries more volatility with a beta of 1.85 — expect wider price swings.
T is growing revenue faster at 3.6% — sustainability is the question.
T generates stronger free cash flow (4.5B), providing more financial flexibility.
Bottom Line
T scores higher overall (63/100 vs 55/100), backed by strong 17.5% margins. Both earn "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.
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.
Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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