Sandisk vs Western Digital
SNDK and WDC side by side, both in computer and office equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How SNDK and WDC compare
Sandisk is the larger company, worth 1.2 times as much as Western Digital ($169B against $143B).
On earnings, Sandisk is cheaper: it trades at 9.2× trailing earnings, against 16.3× for Western Digital.
Sandisk grew revenue faster over the last twelve months (272% versus 35.7% for Western Digital).
Western Digital keeps more of each dollar of sales as profit, with a net margin of 72.9% compared with 67.0% at Sandisk.
Western Digital pays a dividend yielding 0.14%; Sandisk does not pay one.
Western Digital scores higher on the StockData Score (20 against 17 for Sandisk), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | SNDK | WDC |
|---|---|---|
| Size and price | ||
| Market cap | $169B | $143B |
| Share price | $1150.89 | $395.41 |
| Change, 1 year | 463% | 217% |
| Change, 5 years | 2192% | 604% |
| Beta (5Y) | 2.60 | 1.87 |
| Employees | 11K | 40K |
| StockData Score | ||
| Total score | 17 | 20 (better) |
| Valuation score | 3 (better) | 1 |
| Growth score | 4 | 4 |
| Performance score | 4 | 6 (better) |
| Health score | 6 | 6 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 9.2× (better) | 16.3× |
| P/S | 5.8× (better) | 11.0× |
| P/B | 9.3× (better) | 16.1× |
| EV/EBITDA | 7.7× (better) | 29.4× |
| P/FCF | 9.7× (better) | 40.6× |
| FCF yield | 10.3% (better) | 2.5% |
| Fair value | $3286.19 | $390.43 |
| Margin of safety | 65.0% (better) | −1.3% |
| Growth | ||
| Revenue growth (TTM) | 272% (better) | 35.7% |
| Revenue growth, 5Y average | – | −5.3% |
| Net income growth (TTM) | – | 399% |
| EPS growth (TTM) | – | 374% |
| EPS growth, 5Y average | – | 55.6% |
| Profitability | ||
| Gross margin | 80.0% (better) | 48.9% |
| Operating margin | 72.5% (better) | 34.5% |
| Net margin | 67.0% | 72.9% (better) |
| FCF margin | 59.9% (better) | 27.2% |
| Return on equity | 141% (better) | 133% |
| Return on invested capital | 165% (better) | 52.2% |
| Financial health | ||
| Debt / equity | 0.00 | 0.12 (better) |
| Net debt / EBITDA | – | −0.11 |
| Interest coverage | 600× (better) | 27.0× |
| Current ratio | 2.58 (better) | 1.33 |
| Altman Z-score | 18.41 | 20.24 (better) |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 0.14% |
| Payout ratio | – | 1.8% |
| Years of dividend growth | – | 1 |
| Buyback yield | – | 1.8% |
| Shareholder yield | 0.00% | 2.0% (better) |
| Ownership | ||
| Held by institutions | 75.6% | 89.7% |
| Held by insiders | 1.2% | 0.78% |
| Insider net buying, 12 months | −$133M | −$74.9M (better) |
| Superinvestors holding | 2 (better) | 1 |
| Short interest, % of float | 3.3% | 5.1% |
Go deeper
- SNDK stock overview
- SNDK income statement
- SNDK valuation and score
- WDC stock overview
- WDC income statement
- WDC valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.