Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WDC.DE
HOLDFLAGWESTERN DIGITAL CORP. R · Technology · United States · $183.8B · Avg Vol: $3M/d
Western Digital is poised to benefit from massive data storage demands driven by AI training and cloud expansion. However, the highly cyclical nature of the NAND flash memory market and heavy capital expenditure requirements prevent it from being classified as a high-conviction quality compounder.
COMPANY DESCRIPTION
Western Digital Corporation is a leading developer and manufacturer of data storage solutions, including hard disk drives (HDDs) and solid-state drives (SSDs). The company's competitive moat is sustained by its scale, extensive patent portfolio, and its position as one of the few remaining global suppliers of NAND flash and HDD technologies. It is a key player in the global data infrastructure market, serving enterprise cloud and consumer segments.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 22.0B | 7.3B | 7.4B | 11.1B | -20.3% |
| EPS | 5.62 | -6.35 | -2.01 | 6.20 | 3.4% |
| Shares | 315M | 322M | 343M | 347M | +10.2% |
| Debt | 8.2B | 8.3B | 8.7B | 5.5B | -12.5% |
| Equity | 14.3B | 13.8B | 12.9B | 6.5B | -23.2% |
| Op CF | 2.2B | -477M | -343M | 2.0B | -3.5% |
| Inv CF | -1.4B | -890M | -32M | 175M | — |
| Fin CF | -2.0B | 1.0B | 218M | -1.9B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of WDC.DE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WDC.DE | WESTERN DIGITAL CORP. R(you) | $183.8B | 56 | HOLD |
| 688041.SS | Hygon Information Technology Co., Ltd. | $101.0B | 44 | HOLD |
| ANET | Arista Networks, Inc. | $195.5B | 79 | BUY |
| STXN.MX | Seagate Technology Holdings plc | $199.0B | 83 | STRONG BUY |
| 2382.TW | Quanta Computer Inc. | $41.6B | 52 | HOLD |
| 301308.SZ | Shenzhen Longsys Electronics Co., Ltd. | $34.5B | 56 | HOLD |
| DELL | Dell Technologies Inc. | $205.9B | 91 | STRONG BUY |
| SMCI.MX | Super Micro Computer, Inc. | $27.4B | 57 | HOLD |
| SNDK | Sandisk Corporation | $243.1B | 92 | STRONG BUY |
| 6669.TW | Wiwynn Corporation | $32.2B | 64 | HOLD |
Peer medians: ROE 7.1% · P/E 34.1x · Gross margin 32.4%