COMPARE · Reviewed July 29, 2026
VNT vs WDC
Verdict: Side-by-side breakdown using the Bull Rankings model. VNT scored 70.1, WDC scored 51.1 — VNT leads.
Compare another set
VNT
Vontier Corporation
70.1
$31.86 · $4.5B
fundamentals as of
Score gap
19.0
VNT leads
WDC
Western Digital Corp
51.1
$531.47 · $150.9B
The model, pillar by pillar (0–100 each)
VNT
stronger →← stronger
WDC
76
Qualityreturns · margins · balance sheet
79
61
Growthrevenue & earnings expansion
53
75
Valuevaluation vs sector peers
32
VNT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
VNT
WDC
$373mC
FCF
$2.9bB
+4.1%C+
Rev
+10.3%B
1.53C
D/E
0.89B
11.3xA
P/E
23.2xB
0.95B+
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
VNT
WDC
19% below
Price vs fair valuelower is cheaper
418% above
~1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~55%/yr
+15%
1-yr DCF upside
-82%
+24%
5-yr DCF upside
-81%
+37%
10-yr DCF upside
-78%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
VNT
Why this score
- Buying back stock
- Durable high returns
WDC
No notable signals flagged.
The companies
VNTVontier Corporation
Why now
Scientific & Technical Instruments · market cap $4.5b. Down 34% from 52-week high of $48.20 — deep drawdown territory. PEG 0.95 — paying under fair value for the growth rate. 10 sell-side analysts publish a mean 1-yr target of $39.70 (implying +25% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
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.
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.