And for Western Digital, it's the same . I mean, it hasn't even broken above the 50-day moving average, and it's still recording lower highs and lower lows . So, this isn't really where we want to go.
The proliferation of proxy AI has been very beneficial to Western Digital because these systems create and store more data. Furthermore, the management team assured investors that their clients are looking for long-term agreements, which reduces the cyclical nature of business and creates an increased willingness among investors to pay a higher multiple for the stock.
Now your last one is the the clear outperformer in terms of price action. We're talking about Western Digital up, you know, a measly 468% in the last 52 weeks, Jessica. So, take us through your thesis on Western Ditch.
Yeah, it's very interesting that it's the outperformer and as we're increasing in total debt to percentage of assets. So, it's interesting because that might relate to the pullback.
Um, their total debt as a percent of assets is about 8.6% slightly under. They have positive free cash flow quarter over- quarter growth of about 30%. They're really the key data point that caught my attention though is the EPS estimates over the past 30 days.
Those revisions are up over 10%. So even though the one-mon return is a little low, that to me is showing me that earning estimates are climbing. And that's what I call attractive valuation is I like to look at the price relative to the estimates and the delta differentiation rather than just a PE ratio altogether.
Let's look at the numerator and the the denominator if you will.
