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Stocks/Information Technology/Technology Hardware, Storage & Peripherals

Western DigitalWDC

Technology Hardware, Storage & Peripherals · San Jose, California · In the S&P 500
High qualityCheaper than peers
$366.11−7.41%After hours: $368.00 (+0.52%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 159.0% over 1 year
Western Digital over 1 yearDaily close, $, to 30 Oct 2026
$200$600Nov2026MarMayJulSep$366.11$250$500$750NovMarJul$366.11
Source: Nasdaq daily closes
Market value$137B
Price to earnings14.2x
Forward P/E14.9x
Dividend yield0.19%
Year to date+112.5%
One year+159.0%
Next earningsNot scheduled
SectorInformation Technology
52-week range (closes)
$138.13$746.23

Quality and valuation

How Western Digital compares with other information technology stocks. A description, not a recommendation.

Western Digital and 7 technology hardware, storage & peripherals peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: stronger than mostValuation: cheaper than most

A stronger business than most information technology companies, priced below most of them.

Western Digital trades at 14.9 times the next 12 months of expected earnings, against a median of 22.2x for the 99 information technology stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +43.0% vs +20.6%
  • Keeps less of each sale (gross margin): 52.6% vs 61.5%
  • More profitable (operating margin): 39.4% vs 17.0%
  • Turns more of its sales into cash: 29.6% vs 21.7%
WDC trades at 14.9x forward earnings, below the sector medianForward p/e, Technology Hardware, Storage & Peripherals peers
SNDK5.4xHPE11.9xWDC14.9xDELL15.0xSTX16.0xNTAP20.0xAAPL37.4xP38.9xSector median 22.2xSNDK5.4xHPE11.9xWDC14.9xDELL15.0xSTX16.0xNTAP20.0xAAPL37.4xP38.9xSector median 22.2x
Source: CNBC quotes; Mostly Markets
At 14.2x earnings, WDC is cheaper than its average since Oct 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
20x40x60xAverage 26.7x2025202614.2x25x50xAverage 26.7x2025202614.2x
Source: Nasdaq prices; SEC filings

Financials

From Western Digital's SEC filings, through the quarter ending 2 Oct 2026. Hover or tap a bar for its value.

Revenue grew 55.5% from a year earlierQuarterly revenue, $bn, latest Q1 ’27
$0bn$2bn$4bnQ2 ’25Q4 ’25Q2 ’26$4.4bnQ1 ’27$0bn$2bn$4bnQ2 ’25Q4 ’25Q2 ’26$4.4bnQ1 ’27
Source: SEC filings
Growth sped up to +55.5% last quarterRevenue growth, year on year, %
0%20%40%60%Q2 ’25Q4 ’25Q2 ’2655.5%Q1 ’270%50%Q2 ’25Q4 ’25Q2 ’2655.5%Q1 ’27
Source: SEC filings
Operating margin was 46.7% last quarterOperating income as a share of revenue, %
0%20%40%Q2 ’25Q4 ’25Q2 ’2646.7%Q1 ’270%20%40%Q2 ’25Q4 ’25Q2 ’2646.7%Q1 ’27
Source: SEC filings
Free cash flow was $4.3 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $bn
$0.0bn$0.5bn$1.0bnQ2 ’25Q4 ’25Q2 ’26$1.4bnQ1 ’27$0.0bn$0.5bn$1.0bnQ2 ’25Q4 ’25Q2 ’26$1.4bnQ1 ’27
Source: SEC filings
Last 12 monthsWDCSector median
Revenue growth+43.0%+20.6%
Gross margin52.6%61.5%
Operating margin39.4%17.0%
Free cash flow margin29.6%21.7%
Price to earnings14.2x33.1x

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Similar companies

Technology Hardware, Storage & Peripherals, by market value.

CompanyPriceTodayYTDValue
AAPLApple$344.63−1.23%+26.8%$5.03T
DELLDell Technologies$424.30−10.77%+237.1%$270B
SNDKSandisk$1,150.89−13.47%+384.8%$166B
STXSeagate Technology$644.58−7.98%+134.1%$148B
HPEHewlett Packard Enterprise$55.09−6.42%+129.4%$73.13B
PEverpure$126.98−7.45%+89.5%$42.31B
NTAPNetApp$199.18−8.81%+86.0%$39.12B
HPQHP$28.78−9.58%+29.2%$25.95B