COMPARE · Reviewed July 29, 2026
TEL vs WDC
Verdict: Side-by-side breakdown using the Bull Rankings model. TEL scored 71.1, WDC scored 51.1 — TEL leads.
Compare another set
TEL
TE Connectivity plc
71.1
$206.13 · $59.8B
fundamentals as of
Score gap
20.0
TEL leads
WDC
Western Digital Corp
51.1
$531.47 · $150.9B
The model, pillar by pillar (0–100 each)
TEL
stronger →← stronger
WDC
81
Qualityreturns · margins · balance sheet
79
84
Growthrevenue & earnings expansion
53
52
Valuevaluation vs sector peers
32
TEL is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
TEL
WDC
$3.3bB
FCF
$2.9bB
+16.5%B+
Rev
+10.3%B
0.43B
D/E
0.89B
20.2xB+
P/E
23.2xB
0.89B+
PEG
2.25C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
TEL
WDC
12% above
Price vs fair valuelower is cheaper
418% above
~11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~55%/yr
-21%
1-yr DCF upside
-82%
-11%
5-yr DCF upside
-81%
+6%
10-yr DCF upside
-78%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TEL
Why this score
- Buying back stock
- Raising its dividend
WDC
No notable signals flagged.
The companies
TELTE Connectivity plc
Why now
Electronic Components · market cap $59.8b. 18% off the 52-week high of $252.56. Revenue growing +17%, comfortably above the S&P median. PEG 0.89 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $249.55 (implying +21% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
WDCWestern Digital Corp
Why now
Technology · market cap $150.9b. Down 34% from 52-week high of $799.87 — deep drawdown territory. Revenue growing +10%, comfortably above the S&P median.
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 91% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $150.9b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 34% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.25 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 12.8x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.