FORTINET, INC. vs WESTERN DIGITAL CORPORATION, two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where FTNT and WDC diverge most: on return on invested capital, FTNT reads 94.2% and WDC reads 21.3%; on p/b, FTNT reads 77.22 and WDC reads 19.39. The rest of the comparable metrics sit closer together. What FTNT's price implies is a somewhat stretched bet versus history (whole-company basis). What WDC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | FTNT | WDC |
|---|---|---|
| Price | $161.89 | $544.61 |
| Market cap | $119.8B | $187.7B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Growth |
| P/E | 57.2 | 32.5 |
| P/B | 77.22 | 19.39 |
| P/S | 15.91 | 15.94 |
| EV/EBITDA | 45.3 | 63.8 |
| Revenue growth | +18.7% | +32.0% |
| Gross margin | 80.2% | 50.2% |
| Operating margin | 33.7% | 35.7% |
| Net margin | 28.2% | 40.7% |
| Return on equity | 136.7% | 49.6% |
| Return on assets | 19.5% | 31.9% |
| Return on invested capital | 94.2% | 21.3% |
| FCF yield | 2.6% | 1.6% |
| Dividend yield | — | 0.0% |
| Debt / equity | 0.32 | 0.33 |
| Current ratio | 1.28 | 1.49 |
| Altman Z (solvency) | 7.01 | 7.86 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.