Seagate Technology PLC (STX)vsWestern Digital Corporation (WDC)
STX
Seagate Technology PLC
$858.79
+6.93%
TECHNOLOGY · Cap: $188.77B
WDC
Western Digital Corporation
$441.36
+4.13%
TECHNOLOGY · Cap: $161.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Western Digital Corporation generates 6% more annual revenue ($12.92B vs $12.20B). WDC leads profitability with a 73.0% profit margin vs 26.1%. STX appears more attractively valued with a PEG of 0.49. WDC earns a higher WallStSmart Score of 79/100 (B+).
STX
Strong Buy79
out of 100
Grade: B+
WDC
Strong Buy79
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 147 in profit
Strong operational efficiency at 43.1%
Revenue surging 48.5% year-over-year
Earnings expanding 148.8% YoY
Large-cap with strong market position
Every $100 of equity generates 106 in profit
Keeps 73 of every $100 in revenue as profit
Strong operational efficiency at 43.6%
Revenue surging 43.8% year-over-year
Earnings expanding 984.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 89.9x book value
Trading at 21.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : STX
The strongest argument for STX centers on PEG Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 26.1% and operating margin at 43.1%. Revenue growth of 48.5% demonstrates continued momentum.
Bull Case : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 73.0% and operating margin at 43.6%. Revenue growth of 43.8% demonstrates continued momentum.
Bear Case : STX
The primary concerns for STX are Debt/Equity, P/E Ratio, Price/Book. A P/E of 62.1x leaves little room for execution misses. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Bear Case : WDC
The primary concerns for WDC are Price/Book.
Key Dynamics to Monitor
WDC carries more volatility with a beta of 2.18 — expect wider price swings.
STX is growing revenue faster at 48.5% — sustainability is the question.
STX generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STX scores higher overall (79/100 vs 79/100), backed by strong 26.1% margins and 48.5% 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.
Compare with Other COMPUTER HARDWARE Stocks
Want to dig deeper into these stocks?