Western Digital delivered another exceptional quarter, with fiscal fourth-quarter revenue rising 44% year over year to $3.75 billion and non-GAAP gross margin expanding to 54.4%, both at or above the high end of guidance.
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 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) | 52.39 | 18.51 | 52.33 |
Price/Book Value | 16.89 | 3.22 | 85.14 |
Price/Sales | 12.88 | 3.38 | 15.26 |
Price/Cash Flow | 36.26 | 8.94 | 48.56 |
|
Metric
|
WDC
|
005930
|
STX
|
|---|---|---|---|
Quick Ratio | 1.11 | 1.96 | 1.07 |
Current Ratio | 1.49 | 2.54 | 1.67 |
Interest Coverage | 31.86 | 15.02 | 13.89 |
|
Metric
|
WDC
|
005930
|
STX
|
|---|---|---|---|
Return on Assets (Normalized) | 20.97% | 15.73% | 40.17% |
Return on Equity (Normalized) | 47.65% | 20.73% | 551.95% |
Return on Invested Capital (Normalized) | 29.04% | 18.46% | 71.29% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Dell Technologies Inc Ordinary Shares - Class C
DELL
| LOCK|S#w!PKX | LOCK|y!^ | $293B | |||
| Arista Networks Inc
ANET
| LOCK|<WB&Fmb | LOCK|q% | $238B | |||
| Seagate Technology Holdings PLC
STX
| LOCK|$vMs@! | LOCK|KBL | $184B | |||
| SanDisk Corp Ordinary Shares
SNDK
| LOCK|>ZYH?c! | LOCK|SP | $177B | |||
| Lenovo Group Ltd ADR
LNVGY
| LOCK|r&r?k$ | LOCK|%M | $44B | |||
| Lenovo Group Ltd
LNVGF
| — | LOCK|hKT | $44B | |||
| Everpure Inc Class A
P
| — | LOCK|?Q%^ | $30B | |||
| HP Inc
HPQ
| LOCK|&L$&yRC | LOCK|#K | $27B | |||
| Logitech International SA
LOGI
| LOCK|lHgs&! | LOCK|X<x | $15B |
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United States