FTV vs WDC
Fortive vs Western Digital — AI-powered side-by-side comparison
VS
WDC
Western Digital
64
Buy
| Metric | FTV | WDC |
|---|
| AI Score |
71
|
64
|
| Price |
$61.71
|
$434.57
|
| P/E Ratio |
35.88×
|
15.99×
|
| ROE |
9.0%
|
106.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.2%
|
48.9%
|
| Debt / Equity |
0.58×
|
0.12×
|
| Dividend Yield |
0.4%
|
0.1%
|
| RSI (14) |
56.5
|
31.7
|
| Beta |
0.98
|
2.166
|
| Expected Upside |
+1.1%
|
+84.0%
|
AI Committee View
Current Innellis committee reasoning for FTV versus WDC.
FTV leads by 7 points.
FTV scores 71/100 (Buy) versus WDC at 64/100 (Buy).
FTV Committee View
100% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
WDC Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
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 32.0% signals elevated volatility — Risk