Is Western Digital Stock Outperforming Its Rivals?
Western Digital (WDC) stock has significantly outperformed over the past year, but how does it truly stack up against peers rapidly scaling in the AI and data-center boom? A closer look reveals solid profitability and moderate valuation, yet its revenue growth trails some industry leaders. Upside potential may depend on WDC’s ability to capitalize on increasing data storage demand amidst intense competition from more specialized players.
- WDC’s 21.1% operating margin, while high, trails NVDA’s 58.8%, reflecting WDC’s storage efficiency vs. NVDA’s AI chip pricing power.
- WDC’s 39.2% LTM revenue growth, outpacing AMD/STX/NTAP but lagging NVDA/MU, signals solid storage recovery, not leading AI/memory demand.
- WDC’s 259.5% surge, outperforming peers, highlights strong investor confidence in its market recovery, trading at a 22.5 PE.
Here’s how Western Digital stacks up across size, valuation, and profitability versus key peers.
| WDC | NVDA | AMD | MU | STX | NTAP | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 65.5 | 4,538.9 | 360.0 | 290.0 | 66.2 | 23.6 |
| Revenue ($ Bil) | 13.3 | 187.1 | 32.0 | 37.4 | 9.1 | 6.6 |
| PE Ratio | 22.5 | 45.8 | 79.6 | 22.0 | 34.5 | 20.0 |
| LTM Revenue Growth | 39.2% | 65.2% | 31.8% | 48.9% | 38.9% | 2.5% |
| LTM Operating Margin | 21.1% | 58.8% | 9.4% | 26.2% | 21.1% | 22.6% |
| LTM FCF Margin | 9.6% | 41.3% | 17.0% | 4.5% | 9.0% | 25.3% |
| 12M Market Return | 259.5% | 29.9% | 70.1% | 154.3% | 220.5% | -0.9% |
For more details on Western Digital, read Buy or Sell WDC Stock. Below we compare WDC’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| WDC | 39.2% | 50.7% | 1.0% | -66.7% | |
| NVDA | 65.2% | 114.2% | 125.9% | 0.2% | |
| AMD | 31.8% | – | 13.7% | -3.9% | 43.6% |
| MU | 48.9% | 48.9% | 61.6% | -49.5% | |
| STX | 38.9% | 38.9% | -11.3% | -36.7% | |
| NTAP | 2.5% | 4.9% | -1.5% | 0.7% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| WDC | 21.1% | 22.4% | 1.5% | -6.4% | |
| NVDA | 58.8% | 62.4% | 54.1% | 20.7% | |
| AMD | 9.4% | – | 8.1% | 1.8% | 5.4% |
| MU | 26.2% | 26.2% | 5.2% | -34.8% | |
| STX | 21.1% | 21.1% | 6.4% | 0.8% | |
| NTAP | 22.6% | 21.7% | 20.2% | 18.2% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| WDC | 22.5 | 11.1 | -21.4 | -6.0 | |
| NVDA | 45.8 | 45.2 | 41.1 | 83.2 | |
| AMD | 79.6 | – | 119.2 | 278.6 | 76.6 |
| MU | 22.0 | 11.0 | 121.2 | -9.4 | |
| STX | 34.5 | 12.5 | 53.3 | -20.6 | |
| NTAP | 20.0 | 20.0 | 18.6 | 10.2 |
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