Warner Bros Discovery Inc (WBD)vsWestern Digital Corporation (WDC)
WBD
Warner Bros Discovery Inc
$26.96
-0.04%
COMMUNICATION SERVICES · Cap: $67.61B
WDC
Western Digital Corporation
$442.36
+2.51%
TECHNOLOGY · Cap: $152.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Warner Bros Discovery Inc generates 217% more annual revenue ($37.30B vs $11.78B). WDC leads profitability with a 55.3% profit margin vs 1.9%. WDC appears more attractively valued with a PEG of 0.87. WDC earns a higher WallStSmart Score of 79/100 (B+).
WBD
Buy51
out of 100
Grade: C-
WDC
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.6%
Fair Value
$71.09
Current Price
$26.96
$44.13 discount
Intrinsic value data unavailable for WDC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 226.7% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.4B in free cash flow
Every $100 of equity generates 86 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 37.0%
Revenue surging 45.5% year-over-year
Earnings expanding 477.2% YoY
Large-cap with strong market position
Areas to Watch
ROE of 2.1% — below average capital efficiency
1.9% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
Trading at 21.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : WBD
The strongest argument for WBD centers on EPS Growth, Market Cap, Price/Book.
Bull Case : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 55.3% and operating margin at 37.0%. Revenue growth of 45.5% demonstrates continued momentum.
Bear Case : WBD
The primary concerns for WBD are Return on Equity, Profit Margin, PEG Ratio. A P/E of 93.0x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book.
Key Dynamics to Monitor
WBD profiles as a value stock while WDC is a growth play — different risk/reward profiles.
WDC carries more volatility with a beta of 2.16 — expect wider price swings.
WDC is growing revenue faster at 45.5% — sustainability is the question.
WBD generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
WDC scores higher overall (79/100 vs 51/100), backed by strong 55.3% margins and 45.5% revenue growth. WBD offers better value entry with a 60.6% 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.
Warner Bros Discovery Inc
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Warner Bros. The company is headquartered in New York, New York.
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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