Where Does Western Digital Stock Rank Among Competitors?
Western Digital’s (WDC) stock has significantly outperformed over the past year, but how does it truly measure up against peers rapidly scaling in the AI and data-center boom? A closer look reveals strong profitability, robust revenue growth, and moderate valuation. However, its sustained upside depends on meeting relentless hyperscale demand and successfully ramping up next-generation high-capacity drives for AI data lakes.
- WDC’s 21.1% operating margin, post-flash spin-off, reflects strong HDD segment efficiency, yet trails MU’s 32.5% from high-margin memory.
- WDC’s 39.2% revenue growth signals robust cloud/AI-driven HDD demand, surpassing storage peers but behind MU’s memory supercycle.
- WDC’s 348.6% gain and 41.1 PE indicate high investor confidence in its AI-driven HDD growth trajectory post-separation.
Here’s how Western Digital stacks up across size, valuation, and profitability versus key peers.
| WDC | STX | MU | DELL | HPE | NTAP | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 76.8 | 71.0 | 386.4 | 83.2 | 31.7 | 21.2 |
| Revenue ($ Bil) | 13.3 | 9.1 | 42.3 | 104.1 | 34.3 | 6.6 |
| PE Ratio | 41.1 | 48.4 | 32.4 | 16.0 | 556.4 | 18.0 |
| LTM Revenue Growth | 39.2% | 38.9% | 45.4% | 10.8% | 13.8% | 2.5% |
| LTM Operating Margin | 21.1% | 21.1% | 32.5% | 6.7% | 4.8% | 22.6% |
| LTM FCF Margin | 9.6% | 9.0% | 11.0% | 4.3% | 1.8% | 25.3% |
| 12M Market Return | 348.6% | 278.0% | 247.1% | 1.2% | 6.9% | -7.8% |
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 | |
|---|---|---|---|---|
| WDC | 39.2% | 50.7% | 1.0% | -66.7% |
| STX | 38.9% | 38.9% | -11.3% | -36.7% |
| MU | 45.4% | 48.9% | 61.6% | -49.5% |
| DELL | 10.8% | 8.1% | -13.6% | 1.1% |
| HPE | 13.8% | 13.8% | 3.4% | 2.2% |
| NTAP | 2.5% | 4.9% | -1.5% | 0.7% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| WDC | 21.1% | 22.4% | 1.5% | -6.4% |
| STX | 21.1% | 21.1% | 6.4% | 0.8% |
| MU | 32.5% | 26.2% | 5.2% | -34.8% |
| DELL | 6.7% | 6.5% | 6.1% | 5.6% |
| HPE | 4.8% | 4.8% | 8.3% | 8.4% |
| NTAP | 22.6% | 21.7% | 20.2% | 18.2% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| WDC | 41.1 | 32.1 | -24.4 | -9.9 |
| STX | 48.4 | 39.7 | 53.8 | -33.4 |
| MU | 32.4 | 37.3 | 119.5 | -16.0 |
| DELL | 16.0 | 19.3 | 24.5 | 23.0 |
| HPE | 556.4 | 557.9 | 10.8 | 10.9 |
| NTAP | 18.0 | 18.4 | 24.5 | 15.0 |
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