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Western Digital (WDC) Competitors

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$544.84 0.00 (0.00%)
Closing price 07/31/2026 04:00 PM Eastern
Extended Trading
$537.00 -7.84 (-1.44%)
As of 07/31/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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).

How does Western Digital compare to Applied Materials?

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

In the previous week, Applied Materials had 8 more articles in the media than Western Digital. MarketBeat recorded 68 mentions for Applied Materials and 60 mentions for Western Digital. Applied Materials' average media sentiment score of 1.01 beat Western Digital's score of 0.86 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
33 Very Positive mention(s)
7 Positive mention(s)
11 Neutral mention(s)
6 Negative mention(s)
2 Very Negative mention(s)
Positive
Applied Materials
43 Very Positive mention(s)
8 Positive mention(s)
8 Neutral mention(s)
4 Negative mention(s)
5 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%

Western Digital presently has a consensus target price of $520.32, indicating a potential downside of 4.50%. Applied Materials has a consensus target price of $599.19, indicating a potential upside of 18.03%. Given Applied Materials' higher possible upside, analysts clearly 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)
4 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.92
Applied Materials
0 Sell rating(s)
6 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.85

Western Digital pays an annual dividend of $0.60 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 3.6% 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 increased 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.

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$11.78B15.95$1.89B$16.7532.53
Applied Materials$28.37B14.21$7.00B$10.6547.67

92.5% of Western Digital shares are held by institutional investors. Comparatively, 80.6% of Applied Materials shares are held by institutional investors. 0.2% of Western Digital shares are held by insiders. Comparatively, 0.3% of Applied Materials shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Western Digital has a beta of 2.11, meaning that its stock price is 111% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.61, meaning that its stock price is 61% more volatile than the broader market.

Summary

Applied Materials beats Western Digital on 11 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 technology companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, institutional ownership, earnings, media sentiment, analyst recommendations, risk, dividends and valuation.

In the previous week, Western Digital had 9 more articles in the media than KLA. MarketBeat recorded 60 mentions for Western Digital and 51 mentions for KLA. Western Digital's average media sentiment score of 0.86 beat KLA's score of 0.60 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
33 Very Positive mention(s)
7 Positive mention(s)
11 Neutral mention(s)
6 Negative mention(s)
2 Very Negative mention(s)
Positive
KLA
13 Very Positive mention(s)
10 Positive mention(s)
14 Neutral mention(s)
6 Negative mention(s)
1 Very Negative mention(s)
Positive

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, hedge funds and large money managers believe a stock is poised for long-term growth.

Western Digital pays an annual dividend of $0.60 per share and has a dividend yield of 0.1%. KLA pays an annual dividend of $0.92 per share and has a dividend yield of 0.5%. Western Digital pays out 3.6% of its earnings in the form of a dividend. KLA pays out 25.1% 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.

Western Digital has a net margin of 55.29% compared to KLA's net margin of 35.57%. KLA's return on equity of 87.66% beat Western Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Western Digital55.29% 42.95% 20.37%
KLA 35.57%87.66%29.23%

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$11.78B15.95$1.89B$16.7532.53
KLA$13.58B17.59$4.83B$3.6749.81

Western Digital presently has a consensus target price of $520.32, indicating a potential downside of 4.50%. KLA has a consensus target price of $223.70, indicating a potential upside of 22.36%. Given KLA's higher probable upside, analysts plainly 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)
4 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.92
KLA
0 Sell rating(s)
9 Hold rating(s)
19 Buy rating(s)
1 Strong Buy rating(s)
2.72

Western Digital has a beta of 2.11, suggesting that its stock price is 111% more volatile than the broader market. Comparatively, KLA has a beta of 1.45, suggesting that its stock price is 45% more volatile than the broader market.

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 technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their earnings, profitability, analyst recommendations, dividends, institutional ownership, media sentiment, valuation and risk.

In the previous week, Lam Research had 43 more articles in the media than Western Digital. MarketBeat recorded 103 mentions for Lam Research and 60 mentions for Western Digital. Lam Research's average media sentiment score of 0.92 beat Western Digital's score of 0.86 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
53 Very Positive mention(s)
14 Positive mention(s)
25 Neutral mention(s)
2 Negative mention(s)
3 Very Negative mention(s)
Positive
Western Digital
33 Very Positive mention(s)
7 Positive mention(s)
11 Neutral mention(s)
6 Negative mention(s)
2 Very Negative mention(s)
Positive

Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.4%. Western Digital pays an annual dividend of $0.60 per share and has a dividend yield of 0.1%. Lam Research pays out 18.1% of its earnings in the form of a dividend. Western Digital pays out 3.6% 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 raised 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 presently has a consensus price target of $358.47, suggesting a potential upside of 22.28%. Western Digital has a consensus price target of $520.32, suggesting a potential downside of 4.50%. Given Lam Research's higher possible upside, equities research analysts plainly 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)
5 Hold rating(s)
26 Buy rating(s)
1 Strong Buy rating(s)
2.88
Western Digital
0 Sell rating(s)
4 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.92

Lam Research has a beta of 1.84, indicating that its stock price is 84% more volatile than the broader market. Comparatively, Western Digital has a beta of 2.11, indicating that its stock price is 111% more volatile than the broader market.

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

Western Digital has a net margin of 55.29% compared to Lam Research's net margin of 31.27%. Lam Research's return on equity of 67.60% beat Western Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research31.27% 67.60% 33.48%
Western Digital 55.29%42.95%20.37%

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$23.23B15.78$7.27B$5.7650.89
Western Digital$11.78B15.95$1.89B$16.7532.53

Summary

Lam Research beats Western Digital on 12 of the 20 factors compared between the two stocks.

How does Western Digital compare to MKS?

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

99.8% of MKS shares are held by institutional investors. Comparatively, 92.5% of Western Digital shares are held by institutional investors. 0.6% of MKS shares are held by company insiders. Comparatively, 0.2% of Western Digital shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

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
MKS8.06% 21.49% 6.54%
Western Digital 55.29%42.95%20.37%

MKS pays an annual dividend of $1.00 per share and has a dividend yield of 0.3%. Western Digital pays an annual dividend of $0.60 per share and has a dividend yield of 0.1%. MKS pays out 20.9% of its earnings in the form of a dividend. Western Digital pays out 3.6% 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.

MKS currently has a consensus price target of $383.57, suggesting a potential upside of 28.95%. Western Digital has a consensus price target of $520.32, suggesting a potential downside of 4.50%. Given MKS's higher probable upside, research analysts clearly believe MKS is more favorable than Western Digital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MKS
1 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.81
Western Digital
0 Sell rating(s)
4 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.92

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
MKS$3.93B5.11$295M$4.7862.23
Western Digital$11.78B15.95$1.89B$16.7532.53

In the previous week, Western Digital had 38 more articles in the media than MKS. MarketBeat recorded 60 mentions for Western Digital and 22 mentions for MKS. MKS's average media sentiment score of 1.22 beat Western Digital's score of 0.86 indicating that MKS is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MKS
16 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Western Digital
33 Very Positive mention(s)
7 Positive mention(s)
11 Neutral mention(s)
6 Negative mention(s)
2 Very Negative mention(s)
Positive

MKS has a beta of 1.98, meaning that its stock price is 98% more volatile than the broader market. Comparatively, Western Digital has a beta of 2.11, meaning that its stock price is 111% more volatile than the broader market.

Summary

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

How does Western Digital compare to Micron Technology?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Micron Technology$37.38B24.87$8.54B$44.1718.63
Western Digital$11.78B15.95$1.89B$16.7532.53

Micron Technology pays an annual dividend of $0.60 per share and has a dividend yield of 0.1%. Western Digital pays an annual dividend of $0.60 per share and has a dividend yield of 0.1%. Micron Technology pays out 1.4% of its earnings in the form of a dividend. Western Digital pays out 3.6% 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 a net margin of 55.91% compared to Western Digital's net margin of 55.29%. Micron Technology's return on equity of 71.13% beat Western Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Micron Technology55.91% 71.13% 50.33%
Western Digital 55.29%42.95%20.37%

Micron Technology has a beta of 2.19, indicating that its share price is 119% more volatile than the broader market. Comparatively, Western Digital has a beta of 2.11, indicating that its share price is 111% more volatile than the broader market.

Micron Technology presently has a consensus price target of $1,268.93, suggesting a potential upside of 54.18%. Western Digital has a consensus price target of $520.32, suggesting a potential downside of 4.50%. Given Micron Technology's stronger consensus rating and higher probable upside, equities research analysts plainly believe Micron Technology is more favorable than Western Digital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Micron Technology
0 Sell rating(s)
3 Hold rating(s)
31 Buy rating(s)
4 Strong Buy rating(s)
3.03
Western Digital
0 Sell rating(s)
4 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.92

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

In the previous week, Micron Technology had 128 more articles in the media than Western Digital. MarketBeat recorded 188 mentions for Micron Technology and 60 mentions for Western Digital. Western Digital's average media sentiment score of 0.86 beat Micron Technology's score of 0.60 indicating that Western Digital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Micron Technology
95 Very Positive mention(s)
21 Positive mention(s)
29 Neutral mention(s)
31 Negative mention(s)
8 Very Negative mention(s)
Positive
Western Digital
33 Very Positive mention(s)
7 Positive mention(s)
11 Neutral mention(s)
6 Negative mention(s)
2 Very Negative mention(s)
Positive

Summary

Micron Technology beats Western Digital on 15 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 DigitalTechnology Hardware, Storage & Peripherals IndustryTechnology SectorNASDAQ Exchange
Market Cap$187.80B$108.03B$27.96B$12.42B
Dividend Yield0.11%1.72%2.77%10.03%
P/E Ratio32.5335.1779.8924.66
Price / Sales15.95123.64595.3375.48
Price / Cash90.0423.0645.0546.71
Price / Book35.808.347.606.07
Net Income$1.89B$3.10B$662.12M$347.99M
7 Day Performance9.42%-2.88%0.08%-0.44%
1 Month Performance1.08%-5.08%-4.50%-4.81%
1 Year Performance611.74%88.08%147.97%18.61%

Western Digital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WDC
Western Digital
3.8299 of 5 stars
$544.84
flat
$520.32
-4.5%
+611.7%$187.80B$11.78B32.5340,000
AMAT
Applied Materials
4.8944 of 5 stars
$525.70
-0.7%
$593.84
+13.0%
+182.1%$417.38B$29.02B49.3636,500
KLAC
KLA
4.9264 of 5 stars
$207.60
-2.4%
$218.41
+5.2%
+106.2%$271.18B$12.16B58.7615,200
LRCX
Lam Research
4.921 of 5 stars
$306.76
-2.1%
$358.67
+16.9%
+204.2%$383.62B$18.44B57.8819,000
MKSI
MKS
4.9216 of 5 stars
$324.28
-0.1%
$380.00
+17.2%
+220.7%$21.90B$3.93B67.8410,300

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This page (NASDAQ:WDC) was last updated on 8/3/2026 by MarketBeat.com Staff.
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