Western Digital was founded in 1970 and is a Standard & Poor s 500 ( S&P 500 ) company headquartered in San Jose, California. We are a leading developer, manufacturer, and provider of data storage devices and solutions based on hard disk drive ( HDD ) technology.
$524.65
+$40.37 (+8.34%)
Price from 8 days ago
24.52% operating margin is above average. ROIC at 12.82%.
Revenue up 50.7% YoY with margins expanding 30.9pp.
At 31x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
31.2x earnings, 69.9x FCF. Not cheap, the quality is already reflected in the price. Upside from here requires either margin expansion or growth re-acceleration, not just continuation.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (FY)
$9.52B
▲ +50.7% YoY
Net Income (TTM)
$6.51B
▲ +336.7% YoY
Op. Margin
24.52%
▲ +30.9pp YoY
ROIC
12.82%
▲ +14.6pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$2.90B
▲ +263.8% YoY
Op. Cash Flow (TTM)
$3.29B
▲ +675.2% YoY
Net Debt
-$326M
Net Cash Position
Cash & Equiv.
$2.05B
5Y CAGR: -10.7%
5Y CAGR: +48.5%
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