Seagate Technology PLC (STX)vsWestern Digital Corporation (WDC)
STX
Seagate Technology PLC
$845.35
+1.72%
TECHNOLOGY · Cap: $181.56B
WDC
Western Digital Corporation
$548.56
+4.05%
TECHNOLOGY · Cap: $168.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Western Digital Corporation generates 7% more annual revenue ($11.78B vs $11.01B). WDC leads profitability with a 55.3% profit margin vs 21.6%. WDC appears more attractively valued with a PEG of 0.49. WDC earns a higher WallStSmart Score of 79/100 (B+).
STX
Strong Buy76
out of 100
Grade: B+
WDC
Strong Buy79
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 217 in profit
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Every $100 of equity generates 67 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 37.0%
Revenue surging 45.5% year-over-year
Earnings expanding 482.9% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 173.2x book value
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
Trading at 26.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : STX
The strongest argument for STX centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bull Case : WDC
The strongest argument for WDC centers on PEG Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 55.3% and operating margin at 37.0%. Revenue growth of 45.5% demonstrates continued momentum.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 84.7x leaves little room for execution misses. Debt-to-equity of 3.82 is elevated, increasing financial risk.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Altman Z-Score, Price/Book.
Key Dynamics to Monitor
WDC carries more volatility with a beta of 2.17 — expect wider price swings.
WDC is growing revenue faster at 45.5% — sustainability is the question.
WDC generates stronger free cash flow (978M), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WDC scores higher overall (79/100 vs 76/100), backed by strong 55.3% margins and 45.5% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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