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Western Digital (WDC) Competitors

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$592.25 +29.15 (+5.18%)
As of 01:58 PM Eastern
This is a fair market value price provided by Massive. Learn more.

WDC vs. AMAT, KLAC, LRCX, MKSI, and MU

Should you buy Western Digital stock or one of its competitors? MarketBeat compares Western Digital with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Western Digital include Applied Materials (AMAT), KLA (KLAC), Lam Research (LRCX), MKS (MKSI), and Micron Technology (MU). These companies are all part of the "computer and technology" sector.

How does Western Digital compare to Applied Materials?

Western Digital (NASDAQ:WDC) and Applied Materials (NASDAQ:AMAT) are both large-cap computer and technology companies, but which is the better stock? We will compare the two businesses based on the strength of their valuation, earnings, analyst recommendations, institutional ownership, profitability, dividends, risk and media sentiment.

Western Digital pays an annual dividend of $0.50 per share and has a dividend yield of 0.1%. Applied Materials pays an annual dividend of $2.12 per share and has a dividend yield of 0.4%. Western Digital pays out 3.0% of its earnings in the form of a dividend. Applied Materials pays out 19.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Applied Materials has raised its dividend for 8 consecutive years. Applied Materials is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Western Digital currently has a consensus target price of $424.33, suggesting a potential downside of 27.89%. Applied Materials has a consensus target price of $470.13, suggesting a potential downside of 5.75%. Given Applied Materials' higher possible upside, analysts plainly believe Applied Materials is more favorable than Western Digital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Western Digital
0 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.91
Applied Materials
0 Sell rating(s)
8 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.77

92.5% of Western Digital shares are owned by institutional investors. Comparatively, 80.6% of Applied Materials shares are owned by institutional investors. 0.2% of Western Digital shares are owned by insiders. Comparatively, 0.3% of Applied Materials shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Western Digital has a beta of 2.13, indicating that its stock price is 113% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.67, indicating that its stock price is 67% more volatile than the broader market.

In the previous week, Western Digital had 15 more articles in the media than Applied Materials. MarketBeat recorded 89 mentions for Western Digital and 74 mentions for Applied Materials. Applied Materials' average media sentiment score of 0.98 beat Western Digital's score of 0.87 indicating that Applied Materials is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Western Digital
53 Very Positive mention(s)
11 Positive mention(s)
12 Neutral mention(s)
5 Negative mention(s)
3 Very Negative mention(s)
Positive
Applied Materials
47 Very Positive mention(s)
9 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive

Western Digital has a net margin of 55.29% compared to Applied Materials' net margin of 29.31%. Western Digital's return on equity of 42.95% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Western Digital55.29% 42.95% 20.37%
Applied Materials 29.31%36.97%21.30%

Applied Materials has higher revenue and earnings than Western Digital. Western Digital is trading at a lower price-to-earnings ratio than Applied Materials, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Western Digital$9.52B21.30$1.89B$16.7535.13
Applied Materials$28.37B13.96$7.00B$10.6546.84

Summary

Western Digital and Applied Materials tied by winning 10 of the 20 factors compared between the two stocks.

How does Western Digital compare to KLA?

Western Digital (NASDAQ:WDC) and KLA (NASDAQ:KLAC) are both large-cap computer and technology companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, profitability, earnings, media sentiment, institutional ownership and valuation.

In the previous week, Western Digital had 73 more articles in the media than KLA. MarketBeat recorded 89 mentions for Western Digital and 16 mentions for KLA. Western Digital's average media sentiment score of 0.87 beat KLA's score of 0.81 indicating that Western Digital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Western Digital
53 Very Positive mention(s)
11 Positive mention(s)
12 Neutral mention(s)
5 Negative mention(s)
3 Very Negative mention(s)
Positive
KLA
6 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Western Digital has a net margin of 55.29% compared to KLA's net margin of 35.66%. KLA's return on equity of 91.89% beat Western Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Western Digital55.29% 42.95% 20.37%
KLA 35.66%91.89%29.21%

Western Digital has a beta of 2.13, meaning that its stock price is 113% more volatile than the broader market. Comparatively, KLA has a beta of 1.5, meaning that its stock price is 50% more volatile than the broader market.

Western Digital currently has a consensus price target of $424.33, indicating a potential downside of 27.89%. KLA has a consensus price target of $1,842.19, indicating a potential downside of 12.18%. Given KLA's higher possible upside, analysts clearly believe KLA is more favorable than Western Digital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Western Digital
0 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.91
KLA
0 Sell rating(s)
10 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.67

92.5% of Western Digital shares are owned by institutional investors. Comparatively, 86.7% of KLA shares are owned by institutional investors. 0.2% of Western Digital shares are owned by company insiders. Comparatively, 91.5% of KLA shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

KLA has higher revenue and earnings than Western Digital. Western Digital is trading at a lower price-to-earnings ratio than KLA, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Western Digital$9.52B21.30$1.89B$16.7535.13
KLA$13.10B20.92$4.06B$35.3359.37

Western Digital pays an annual dividend of $0.50 per share and has a dividend yield of 0.1%. KLA pays an annual dividend of $9.20 per share and has a dividend yield of 0.4%. Western Digital pays out 3.0% of its earnings in the form of a dividend. KLA pays out 26.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. KLA has increased its dividend for 16 consecutive years. KLA is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

KLA beats Western Digital on 11 of the 20 factors compared between the two stocks.

How does Western Digital compare to Lam Research?

Lam Research (NASDAQ:LRCX) and Western Digital (NASDAQ:WDC) are both large-cap computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, profitability, risk, earnings, valuation, institutional ownership and media sentiment.

Western Digital has a net margin of 55.29% compared to Lam Research's net margin of 30.94%. Lam Research's return on equity of 66.21% beat Western Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research30.94% 66.21% 31.61%
Western Digital 55.29%42.95%20.37%

Lam Research has a beta of 1.85, suggesting that its stock price is 85% more volatile than the broader market. Comparatively, Western Digital has a beta of 2.13, suggesting that its stock price is 113% more volatile than the broader market.

Lam Research has higher revenue and earnings than Western Digital. Western Digital is trading at a lower price-to-earnings ratio than Lam Research, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lam Research$21.68B19.67$5.36B$5.3064.34
Western Digital$9.52B21.30$1.89B$16.7535.13

Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.3%. Western Digital pays an annual dividend of $0.50 per share and has a dividend yield of 0.1%. Lam Research pays out 19.6% of its earnings in the form of a dividend. Western Digital pays out 3.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Lam Research has increased its dividend for 10 consecutive years. Lam Research is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Lam Research currently has a consensus target price of $303.30, indicating a potential downside of 11.06%. Western Digital has a consensus target price of $424.33, indicating a potential downside of 27.89%. Given Lam Research's higher possible upside, equities analysts clearly believe Lam Research is more favorable than Western Digital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.79
Western Digital
0 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.91

In the previous week, Western Digital had 17 more articles in the media than Lam Research. MarketBeat recorded 89 mentions for Western Digital and 72 mentions for Lam Research. Lam Research's average media sentiment score of 1.32 beat Western Digital's score of 0.87 indicating that Lam Research is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
54 Very Positive mention(s)
4 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Western Digital
53 Very Positive mention(s)
11 Positive mention(s)
12 Neutral mention(s)
5 Negative mention(s)
3 Very Negative mention(s)
Positive

84.6% of Lam Research shares are owned by institutional investors. Comparatively, 92.5% of Western Digital shares are owned by institutional investors. 0.3% of Lam Research shares are owned by company insiders. Comparatively, 0.2% of Western Digital shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

Lam Research beats Western Digital on 11 of the 20 factors compared between the two stocks.

How does Western Digital compare to MKS?

Western Digital (NASDAQ:WDC) and MKS (NASDAQ:MKSI) are both large-cap computer and technology companies, but which is the better investment? We will compare the two companies based on the strength of their dividends, institutional ownership, valuation, risk, analyst recommendations, media sentiment, earnings and profitability.

92.5% of Western Digital shares are owned by institutional investors. Comparatively, 99.8% of MKS shares are owned by institutional investors. 0.2% of Western Digital shares are owned by insiders. Comparatively, 0.6% of MKS shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Western Digital has a beta of 2.13, meaning that its share price is 113% more volatile than the broader market. Comparatively, MKS has a beta of 1.99, meaning that its share price is 99% more volatile than the broader market.

Western Digital currently has a consensus price target of $424.33, suggesting a potential downside of 27.89%. MKS has a consensus price target of $324.92, suggesting a potential downside of 3.48%. Given MKS's higher probable upside, analysts plainly believe MKS is more favorable than Western Digital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Western Digital
0 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.91
MKS
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
2.87

In the previous week, Western Digital had 65 more articles in the media than MKS. MarketBeat recorded 89 mentions for Western Digital and 24 mentions for MKS. Western Digital's average media sentiment score of 0.87 beat MKS's score of 0.85 indicating that Western Digital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Western Digital
53 Very Positive mention(s)
11 Positive mention(s)
12 Neutral mention(s)
5 Negative mention(s)
3 Very Negative mention(s)
Positive
MKS
7 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Western Digital has higher revenue and earnings than MKS. Western Digital is trading at a lower price-to-earnings ratio than MKS, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Western Digital$9.52B21.30$1.89B$16.7535.13
MKS$4.07B5.58$295M$4.7870.43

Western Digital has a net margin of 55.29% compared to MKS's net margin of 8.06%. Western Digital's return on equity of 42.95% beat MKS's return on equity.

Company Net Margins Return on Equity Return on Assets
Western Digital55.29% 42.95% 20.37%
MKS 8.06%21.49%6.54%

Western Digital pays an annual dividend of $0.50 per share and has a dividend yield of 0.1%. MKS pays an annual dividend of $1.00 per share and has a dividend yield of 0.3%. Western Digital pays out 3.0% of its earnings in the form of a dividend. MKS pays out 20.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Summary

Western Digital beats MKS on 13 of the 19 factors compared between the two stocks.

How does Western Digital compare to Micron Technology?

Western Digital (NASDAQ:WDC) and Micron Technology (NASDAQ:MU) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their institutional ownership, media sentiment, risk, valuation, analyst recommendations, dividends, earnings and profitability.

Western Digital has a net margin of 55.29% compared to Micron Technology's net margin of 41.49%. Western Digital's return on equity of 42.95% beat Micron Technology's return on equity.

Company Net Margins Return on Equity Return on Assets
Western Digital55.29% 42.95% 20.37%
Micron Technology 41.49%41.16%27.88%

92.5% of Western Digital shares are owned by institutional investors. Comparatively, 80.8% of Micron Technology shares are owned by institutional investors. 0.2% of Western Digital shares are owned by insiders. Comparatively, 0.2% of Micron Technology shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Western Digital pays an annual dividend of $0.50 per share and has a dividend yield of 0.1%. Micron Technology pays an annual dividend of $0.60 per share and has a dividend yield of 0.1%. Western Digital pays out 3.0% of its earnings in the form of a dividend. Micron Technology pays out 2.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Micron Technology has higher revenue and earnings than Western Digital. Western Digital is trading at a lower price-to-earnings ratio than Micron Technology, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Western Digital$9.52B21.30$1.89B$16.7535.13
Micron Technology$58.12B20.55$8.54B$21.1850.00

Western Digital has a beta of 2.13, suggesting that its stock price is 113% more volatile than the broader market. Comparatively, Micron Technology has a beta of 2.15, suggesting that its stock price is 115% more volatile than the broader market.

In the previous week, Micron Technology had 149 more articles in the media than Western Digital. MarketBeat recorded 238 mentions for Micron Technology and 89 mentions for Western Digital. Western Digital's average media sentiment score of 0.87 beat Micron Technology's score of 0.80 indicating that Western Digital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Western Digital
53 Very Positive mention(s)
11 Positive mention(s)
12 Neutral mention(s)
5 Negative mention(s)
3 Very Negative mention(s)
Positive
Micron Technology
132 Very Positive mention(s)
30 Positive mention(s)
46 Neutral mention(s)
19 Negative mention(s)
4 Very Negative mention(s)
Positive

Western Digital currently has a consensus price target of $424.33, indicating a potential downside of 27.89%. Micron Technology has a consensus price target of $641.97, indicating a potential downside of 39.39%. Given Western Digital's higher probable upside, equities research analysts clearly believe Western Digital is more favorable than Micron Technology.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Western Digital
0 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.91
Micron Technology
0 Sell rating(s)
4 Hold rating(s)
30 Buy rating(s)
5 Strong Buy rating(s)
3.03

Summary

Micron Technology beats Western Digital on 12 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WDC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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WDC vs. The Competition

MetricWestern DigitalCOMP IndustryComputer SectorNASDAQ Exchange
Market Cap$202.82B$33.89B$40.50B$12.40B
Dividend Yield0.09%0.63%3.10%5.29%
P/E Ratio35.1345.17173.0424.16
Price / Sales21.306.39624.95124.65
Price / Cash90.2738.0051.7757.88
Price / Book38.6618.4510.096.69
Net Income$1.89B$523.85M$1.07B$336.98M
7 Day Performance10.90%16.50%3.76%0.45%
1 Month Performance36.20%66.05%10.86%4.95%
1 Year Performance994.26%213.43%169.97%34.01%

Western Digital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WDC
Western Digital
3.9617 of 5 stars
$592.25
+5.2%
$424.33
-28.4%
+978.9%$204.39B$9.52B35.4040,000
AMAT
Applied Materials
4.0701 of 5 stars
$432.16
flat
$465.14
+7.6%
+211.6%$342.97B$28.37B40.5836,500
KLAC
KLA
3.9758 of 5 stars
$1,888.38
flat
$1,842.19
-2.4%
+168.2%$246.68B$13.10B53.4515,200
LRCX
Lam Research
4.1703 of 5 stars
$305.35
flat
$293.46
-3.9%
+305.4%$381.86B$21.68B57.6119,000
MKSI
MKS
3.6535 of 5 stars
$320.62
flat
$318.77
-0.6%
+301.7%$21.66B$4.07B67.0810,300

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This page (NASDAQ:WDC) was last updated on 6/3/2026 by MarketBeat.com Staff.
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