Western Digital
NASDAQ: WDC
Stock price
342.48 USD
(+694.42%) 5 years
Financial Performance
5Y price score: 1023
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 771.9%
%
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121.7
52-week range
799.8
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
3.3 %
Dividend Yield TTM
0.2 %
Market cap $
$ 128,196
Price / Earnings TTM
13
Price / Book TTM
13.4
PEG TTM
0
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
184.3 %
694.4 %
771.9 %
Free cash flow per share growth
125.1 %
216.5 %
58.6 %
Earnings per share growth
50.8 %
812.8 %
2,328 %
Founded: 1,970
Employees: 40,000
Business Summary:
Q&A
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Latest Earnings Call Takeaways
2027 Q1 (Oct 22, 2026)
1) Strong Financial Performance - Revenue for Q1 2027 was $4.4 billion, a 55% increase YoY. - Gross margin expanded to 58.1%, up 1,420 basis points YoY. - Operating income rose to $2.2 billion, a 152% increase YoY. - EPS reached $4.64, up 161% YoY. - Generated $1.4 billion in free cash flow and returned $1.1 billion to shareholders through buybacks and dividends.
2) Market Demand and Customer Trends - Strong demand across customer segments, particularly in cloud and AI, with 88% of revenue coming from cloud-related sales. - IDC survey indicates organizations are storing more data and retaining it longer, driving HDD demand. - Customers are making long-term infrastructure investments, extending planning horizons into the next decade.
3) Product and Technology Roadmap - Transitioning to higher capacity drives, with 40TB ePMR drives expected to represent 30% of nearline shipments by Q2 and 50% by Q3 of fiscal 2027. - First-generation HAMR product qualifications are on track, with volume shipments expected in the first half of calendar 2027. - High-bandwidth drives are being sampled with positive feedback, targeting new workloads in AI and video streaming.
4) Guidance and Outlook - For Q2 2027, revenue is expected to be $5.1 billion, reflecting a 69% increase YoY. - Gross margin guidance is between 60% and 61%. - Anticipated operating expenses of $400 million to $410 million due to increased product qualification activities. - Long-term exabyte growth is projected to exceed 25%, driven by product transitions and robust demand.
5) Competitive Landscape and Challenges - Concerns about potential capacity expansions by competitors were addressed, emphasizing WD's focus on technology and areal density rather than unit capacity. - The company remains confident in maintaining pricing power due to strong demand and favorable market conditions. - Some input cost inflation is noted, but the company is actively managing this through value engineering initiatives.
Bottom line: Western Digital's strong Q1 2027 performance, driven by robust demand and successful product transitions, positions the company well for continued growth. With a solid outlook and strategic investments in technology, shareholders can expect sustained value creation in the coming quarters.
Annual Reports, Presentations And IR Contacts
Go to the websiteWestern Digital — Financial Overview, Stock Price, Market Cap
Western Digital is a company. Founded in 1970. As of October 23, 2026, the company's market capitalization is $128196271710 with a current stock price of $342.48.