Western Digital Corp
WDC: XNAS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| $49.00 | Vbhvp | Vphpvhvf |
Western Digital Is a Storage Heavyweight for Data Centers but Prone to Cyclicality
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Business Strategy and Outlook
Western Digital is a leader in both of the pre-eminent data storage markets: hard disk drives, or HDDs, and NAND flash memory. We think Western's position in these markets paves the way for a strong top-line growth trajectory over the next five years, but believe these markets feature commoditylike products and massive investment requirements that leave Western vulnerable to cyclical downturns and prevent it from carving out an economic moat.