现在你的最后一个是价格走势方面的明显赢家。我们说的是 Western Digital，在过去 52 周上涨了 468%，Jessica。所以，请给我们讲讲你对 Western Digital 的看法。
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.
是的，非常有趣的是它是表现最好的，而我们的总债务占资产百分比在增加。所以，这很有趣，因为那可能与回撤有关。他们的总债务占资产百分比约为 8.6%，略低于。他们的自由现金流同比增长约为 30%。
但真正引起我注意的关键数据点是过去 30 天的 EPS 预估。这些修正上升了超过 10%。所以即使一个月回报有点低，对我来说这表明盈利预估在攀升。这就是我所说的有吸引力的估值，我喜欢看价格相对于预估和差异分化，而不是仅仅看市盈率。让我们看看分子和分母，如果你愿意的话。
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.