Western Digital’s fiscal first-quarter revenue rose 55% year over year to $4.4 billion, beating guidance by the widest margin since the SanDisk split. This was entirely driven by pricing. The second-quarter revenue guide was 13% above FactSet consensus.
Demand for data center buildouts is only increasing, driven by long-term structural trends such as AI and the Internet of Things. This could prolong the current upcycle and make it more durable than previous cycles.
The HDD market is commodity-like and cyclical, leaving Western Digital vulnerable to market pricing declines that can shrink the top line and sink margins. In HDD downturns, these stocks can crater.
Metric | WDC | 005930 | STX |
|---|---|---|---|
Price/Earnings (Normalized) | 24.01 | 9.17 | 26.78 |
Price/Book Value | 12.55 | 2.47 | 36.33 |
Price/Sales | 8.33 | 2.50 | 9.22 |
Price/Cash Flow | 20.97 | 4.94 | 25.06 |
Metric | WDC | 005930 | STX |
|---|---|---|---|
Quick Ratio | 0.87 | 2.20 | 1.08 |
Current Ratio | 1.43 | 2.83 | 1.82 |
Interest Coverage | 91.30 | 242.73 | 21.52 |
Metric | WDC | 005930 | STX |
|---|---|---|---|
Return on Assets (Normalized) | 34.53% | 24.86% | 51.10% |
Return on Equity (Normalized) | 61.74% | 33.47% | 333.01% |
Return on Invested Capital (Normalized) | 47.32% | 30.09% | 89.13% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Arista Networks Inc ANET | LOCK|%KVgJ@c | LOCK|wrM | $248B | |||
| Dell Technologies Inc Ordinary Shares - Class C DELL | LOCK|SwxKZc?V | LOCK|KC | $238B | |||
| SanDisk Corp Ordinary Shares SNDK | LOCK|K<<JYN | LOCK|Py | $139B | |||
| Seagate Technology Holdings PLC STX | LOCK|>&>wx% | LOCK|Pg@ | $127B | |||
| Everpure Inc Class A P | — | LOCK|xx>M? | $35B | |||
| Lenovo Group Ltd ADR LNVGY | LOCK|S^gfhv | LOCK|K^ | $31B | |||
| Lenovo Group Ltd LNVGF | — | LOCK|KD | $31B | |||
| HP Inc HPQ | LOCK|KV&^@K | LOCK|v#f | $26B | |||
| Logitech International SA LOGI | LOCK|@!bkk? | LOCK|$b | $14B |
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