EPAM vs WDC
EPAM Systems, Inc. vs Western Digital — AI-powered side-by-side comparison
EPAM
EPAM Systems, Inc.
66
Buy
VS
WDC
Western Digital
61
Buy
| Metric | EPAM | WDC |
|---|
| AI Score |
66
|
61
|
| Price |
$111.93
|
$450.73
|
| P/E Ratio |
15.01×
|
16.03×
|
| ROE |
10.3%
|
106.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.3%
|
48.9%
|
| Debt / Equity |
0.04×
|
0.12×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
71.1
|
35.8
|
| Beta |
1.37
|
2.217
|
| Expected Upside |
+59.6%
|
+83.7%
|
AI Committee View
Current Innellis committee reasoning for EPAM versus WDC.
EPAM leads by 5 points.
EPAM scores 66/100 (Buy) versus WDC at 61/100 (Buy).
EPAM Committee View
83% agreement
6 analysts
The primary driver is 3 consecutive earnings beats -- consistent execution. The main limiting factor is rsi at 71 is in overbought territory. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 13.0 is inexpensive for the broad market — Value
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- RSI at 71 is in overbought territory — Technical
- Bollinger bandwidth of 20.6% signals elevated volatility — Risk
WDC Committee View
67% agreement
6 analysts
Positive signals support the current rating — revenue growing 35.7% yoy -- genuine top-line momentum. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 117.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 35.7% YoY -- genuine top-line momentum — Growth
- EPS growing 363.8% YoY — Growth
Bear Case
- Price-to-book of 22.5x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 33.0% signals elevated volatility — Risk