Western Digital Corporation (WDC)vsWoodside Energy Group Ltd (WDS)
WDC
Western Digital Corporation
$293.10
-7.52%
TECHNOLOGY · Cap: $100.21B
WDS
Woodside Energy Group Ltd
$24.14
-1.35%
ENERGY · Cap: $45.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Woodside Energy Group Ltd generates 21% more annual revenue ($12.98B vs $10.73B). WDC leads profitability with a 35.6% profit margin vs 20.9%. WDC appears more attractively valued with a PEG of 0.69. WDC earns a higher WallStSmart Score of 55/100 (C).
WDC
Buy55
out of 100
Grade: C
WDS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-311.2%
Fair Value
$66.57
Current Price
$293.10
$226.53 premium
Margin of Safety
-94.1%
Fair Value
$9.66
Current Price
$24.14
$14.48 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Reasonable price relative to book value
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Moderate valuation
Trading at 14.0x book value
Revenue declined 41.0%
Earnings declined 95.9%
ROE of 7.2% — below average capital efficiency
Weak financial health signals
Revenue declined 11.1%
Earnings declined 14.4%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : WDS
The strongest argument for WDS centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 20.9% and operating margin at 19.1%. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book, Revenue Growth.
Bear Case : WDS
The primary concerns for WDS are Return on Equity, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
WDC carries more volatility with a beta of 1.85 — expect wider price swings.
WDS is growing revenue faster at -11.1% — sustainability is the question.
WDC generates stronger free cash flow (653M), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WDC scores higher overall (55/100 vs 53/100), backed by strong 35.6% 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.
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.
Woodside Energy Group Ltd
ENERGY · OIL & GAS E&P · USA
Woodside Energy Group Ltd is engaged in the exploration, evaluation, development, production, marketing and sale of hydrocarbons in Oceania, Asia, Canada, Africa and internationally. The company is headquartered in Perth, Australia.
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