NASDAQ · WDC
Western Digital Corporation
Technology · Computer Hardware
$366.11▼ 7.41% ($29.30)at close
Pre-market$369.95▲ 1.05%8:29 AM ET
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 25.0% revenue growth a year for 10 years. Our scenarios assume 12.5–21.7%.
Its past 4 years averaged −8.9% a year.
Value per share
Base case
$233.47
Price used $366.11 is 1.6× this
USD · TTM ending Oct 2, 2026 · Price Oct 30, 8:00 PM UTC
Revenue each value needs
Revenue today $14.5B. The price needs $134B by 2036. Base case: $71.9B. At its recent pace: $5.7B. Bear to Bull: $47.2B to $103B.
Revenue today $14.5B. The price needs $134B by 2036. Base case: $71.9B. At its recent pace: $5.7B. Bear to Bull: $47.2B to $103B.
Revenue in 2036
today $14.5B
+$62.4Bmore than the Base case · 1.9×
Value per share · Base case
$233.47
Price $366.11
1.6× this
- 10-yr revenue CAGR
- 17.4%
- Ending operating margin
- 30.0%
- Discount rate
- 14.0%
USD · TTM ending Oct 2, 2026 · Price Oct 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 165.05% over the last year. Revenue grew 43.02% over the trailing twelve months. Operating margin moved from 27.57% to 39.41%. Free cash flow grew 121.08% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (69th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 39.41% — continued expansion would be needed to justify the premium. Revenue growth of 43.02% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Return analysis
Company profile
Western Digital Corporation designs, manufactures, and markets a broad range of data storage devices and software solutions across the United States, China, Hong Kong, Europe, the Middle East, Africa, and the rest of Asia, serving an international market.
Market multiples
Stock splits
Every 1000 shares became 1323
Every 1 shares became 2
Profitability & growth
Analyst consensus
44
Buy
16
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Oct 22, 2026
Q2 FY27 · EPS est $4.11 · Revenue est $4.1B
Same quarter, year over year
FY27 YTD +160.7%Each cell vs the same quarter a year earlier (the cell below) · Q1 combined $4.64 vs $1.78 · up year over year
Q1
Q2
Q3
Q4
FY total
FY27
—
—
—
FY26
FY25
FY24
—
—
Fiscal year totals
- FY26
- $10.19
- +55.1%
- FY25
- $6.57
- —
n/m: last year’s figure was zero, a loss or too small to compare against
Q1 FY27
Reported Oct 22, 2026 · Latest
HoverTap a cell to inspect
Actual
$4.64
Estimate
$4.11
Year over year
+160.7%
Vs prior quarter
+30.3%
Institutional Sentiment
Western Digital Corporation · WDC
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.