Seagate Technology vs Western Digital: Which Stock Could Rally?

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Trefis
STX: Seagate Technology logo
STX
Seagate Technology

Even as Seagate Technology surged 26% during the past Month, its peer Western Digital may be a better choice. Consistently evaluating alternatives is core to sound investment approach. Western Digital (WDC) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Seagate Technology (STX) stock, suggesting you may be better off investing in WDC

  • WDC’s quarterly revenue growth was 30.0%, vs. STX’s 29.5%.
  • In addition, its Last 12 Months revenue growth came in at 39.2%, ahead of STX’s 38.9%.
  • WDC’s LTM margin is higher: 21.1% vs. STX’s 21.1%.

A single stock can be risky, but there is a huge value to a broader, diversified approach. Quiz time: Over the last 5 years, which index do you think the Trefis High Quality Portfolio outperformed — the S&P 500, the S&P 1500 Equal Weighted, or both? The answer might surprise you. See how our advisory framework helps stack the odds in your favor.

STX provides global data storage technologies and solutions, including hard disk and solid-state drives with various interfaces like SATA, SCSI, and NVMe. WDC develops and sells data storage devices, including HDDs, SSDs, and flash-based embedded storage for computers, mobile phones, tablets, and wearable devices.

Valuation & Performance Overview

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  3. Western Digital vs Seagate Technology: Which Is the Stronger Buy Today?
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  STX WDC Preferred
     
Valuation      
P/EBIT Ratio 31.4 20.3 WDC
     
Revenue Growth      
Last Quarter 29.5% 30.0% WDC
Last 12 Months 38.9% 39.2% WDC
Last 3 Year Average -3.0% 8.3% WDC
     
Operating Margins      
Last 12 Months 21.1% 21.1% WDC
Last 3 Year Average 9.4% 3.7% STX
     
Momentum      
Last 3 Year Return 487.6% 496.9% STX

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: STX Revenue Comparison | WDC Revenue Comparison
See more margin details: STX Operating Income Comparison | WDC Operating Income Comparison
 
But do these numbers tell the full story? Read Buy or Sell WDC Stock to see if Western Digital’s edge holds up under the hood or if Seagate Technology still has cards to play (see Buy or Sell STX Stock).

Historical Market Performance

  2020 2021 2022 2023 2024 2025 Total [1] Avg Best
Returns
STX Return 10% 88% -51% 69% 4% 228% 479% <===
WDC Return -11% 18% -52% 66% 14% 268% 253%  
S&P 500 Return 16% 27% -19% 24% 23% 14% 108%  
Monthly Win Rates [3]
STX Win Rate 58% 67% 33% 75% 58% 90%   64%  
WDC Win Rate 42% 50% 42% 58% 67% 90%   58%  
S&P 500 Win Rate 58% 75% 42% 67% 75% 70%   64% <===
Max Drawdowns [4]
STX Max Drawdown -32% -6% -56% -1% -6% -22%   -20%  
WDC Max Drawdown -54% -11% -54% -0% -6% -32%   -26%  
S&P 500 Max Drawdown -31% -1% -25% -1% -2% -15%   -12% <===

[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 11/7/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

 
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read WDC Dip Buyer Analyses and STX Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Whatever your view on either of these stocks, investing in one or two stocks remains a risky proposition. Instead, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.