SNDK
Sandisk Corporation
SNDK has the edge over TDC overall, supported by stronger fundamentals and stronger modeled upside.
TDC
Teradata Corporation
TDC has lower modeled downside risk, despite its lower overall score.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK's revenue, profitability, cash flow and balance sheet are all currently strong.
TDC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Strong | |
| Strong |
TDC's cash flow and balance sheet are currently strong, and its revenue and profitability are stable.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK has the edge over TDC in the historical PE scenario, which offers more potential upside but is not a forecast.
TDC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 7.2x | $34.18 | — |
| Forward | 12x | $34.18 | — |
| Cheap | 18x | $85.47 | +150% |
| Fair | 38x | $181 | +430% |
| Expensive | 79x | $373 | +990% |
Historical ranges are pointers, not guarantees.
TDC's PE is in its cheap range at 7.2x, but its recent earnings include one-off gains. On analysts' estimates for next year's earnings, today's price would be 12x.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
SNDK has the edge over TDC on the outlook, with more favorable valuation and revenue expectations.
TDC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect TDC's earnings to grow and its profitability to improve, with its revenue holding steady.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over TDC in the latest year-over-year earnings comparison.
TDC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.91 | -39% |
| Q3 2026 | $4.74 | +292% |
| Q2 2026 | $4.76 | +325% |
| Q1 2026 | $4.37 | +210% |
| Q4 2025 | $1.35 | +16% |
| Q3 2025 | $1.21 | +44% |
| Q2 2025 | $1.12 | +78% |
| Q1 2025 | $1.41 | +236% |
| Q4 2024 | $1.16 | +90% |
TDC's earnings per share have climbed steadily: $4.74 over the past year, about four times what it earned the year before, and higher year over year for 12 quarters in a row. Its recent earnings include one-off gains.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK has the edge over TDC on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK has the edge over TDC on profitability, with a higher operating margin.
TDC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $399M | -4.1% |
| Q2 2026 | $410M | +0.5% |
| Q1 2026 | $444M | +6.2% |
| Q4 2025 | $421M | +2.9% |
| Q3 2025 | $416M | -5.5% |
| Q2 2025 | $408M | -6.4% |
| Q1 2025 | $418M | -10% |
| Q4 2024 | $409M | -11% |
TDC's revenue fell from its 2022 peak and has held roughly level since: $399M last quarter, down 4.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 14% | -1.1 points |
| Q2 2026 | 12% | +5.8 points |
| Q1 2026 | -8.1% | -24 points |
| Q4 2025 | 13% | +3.3 points |
| Q3 2025 | 15% | +1.9 points |
| Q2 2025 | 5.9% | -9.3 points |
| Q1 2025 | 16% | +5.5 points |
| Q4 2024 | 9.5% | -0.7 points |
TDC's operating margin was 14% last quarter, down 1.1 points from the same quarter a year ago.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK generated $17.4B in free cash flow over the past year, more than ten times what it generated the year before.
TDC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $86M | -3.4% |
| Q2 2026 | $105M | +169% |
| Q1 2026 | $391M | +5486% |
| Q4 2025 | $151M | +1.3% |
| Q3 2025 | $89M | +29% |
| Q2 2025 | $39M | -2.5% |
| Q1 2025 | $7M | -67% |
| Q4 2024 | $149M | -11% |
TDC's free cash flow has been positive every quarter for seven years: $733M over the past year, up 158% from the year before.
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has 154M diluted shares, up 3.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
TDC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.7% | -700K shares |
| 1 year | 0% | -- |
| 3 years | -6.4% | -6.5M shares |
| 5 years | -16% | -17.9M shares |
| Available history | -16% | -18.7M shares |
TDC has the edge over SNDK on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $57M |
| Q2 2026 | $40M |
| Q1 2026 | $34M |
| Q4 2025 | $38M |
| Q3 2025 | $30M |
| Q2 2025 | $28M |
| Q1 2025 | $44M |
| Q4 2024 | $29M |
TDC spent $169M buying back its own shares over the past year, up 29% from the year before.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK has more cash than debt.
TDC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.0x | Net Cash |
| Q2 2026 | -1.9x | Net Cash |
| Q1 2026 | -1.9x | Net Cash |
| Q4 2025 | -0.1x | Net Cash |
| Q3 2025 | 0.2x | Very low |
| Q2 2025 | 0.4x | Very low |
| Q1 2025 | 0.3x | Very low |
| Q4 2024 | 0.2x | Very low |
TDC has the edge over SNDK on leverage, with a lower net debt burden relative to earnings.
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
TDC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.3 | Neutral |
| Stochastic | 80.4 | Overbought |
TDC's weekly RSI is 59 (neutral) and its Stochastic is 80 (overbought).
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK is trading at 7.5x earnings, a 73% discount to the Technology sector's median of 28x, though its earnings don't support one.
TDC PE vs Technology Sector
| Metric | TDC | Sector median | Relative |
|---|---|---|---|
| PE | 7.2x | 28x | 74% below |
| PE % | 5 | 35 | 30 pts below |
TDC has the edge over SNDK on valuation relative to its sector.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
TDC has stronger trend alignment. SNDK is above 0 of 3 weekly averages versus TDC above 5 of 5.
TDC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $31.9 | 7.2% above |
| 20 week MA | $30.5 | 12% above |
| 50 week MA | $30.1 | 13% above |
| 100 week MA | $27.0 | 27% above |
| 200 week MA | $33.3 | 2.7% above |
TDC has climbed back above all five of its weekly moving averages, and it's now 2.7% above its 200-week average.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over TDC on returns for 2026, with the stronger performance.
TDC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $26.6 | $22.4 | -16% |
| 2021 | $22.4 | $44.1 | +97% |
| 2022 | $44.1 | $33.2 | -25% |
| 2023 | $33.2 | $43.5 | +31% |
| 2024 | $43.5 | $31.6 | -27% |
| 2025 | $31.6 | $30.7 | -3% |
| 2026 YTD | $30.7 | $34.2 | +11% |
TDC has finished lower in four of the last six years. It's up 11% so far in 2026.