COMPARE · Data as of August 21, 2026
STX vs WDC
Verdict: Side-by-side breakdown using the Bull Rankings model. STX scored 63.3, WDC scored 70.6 — WDC leads.
Compare another set
STX
Seagate Technology Holdings PLC
63.3
$850.00 · $192.6B
fundamentals as of
Score gap
7.3
WDC leads
WDC
Western Digital Corporation
70.6
$459.44 · $165.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthWDC+35.7%
- Strongest balance sheetWDC0.13
- Highest qualityWDC81 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
STX
stronger →← stronger
WDC
74
Qualityreturns · margins · balance sheet
81
73
Growthrevenue & earnings expansion
76
47
Valuevaluation vs sector peers
57
WDC is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
STX
WDC
$3.1bB
FCF
$3.5bB
+34.1%A
Rev
+35.7%A
1.80C
D/E
0.13B+
15.8xC
P/S
—
0.48A
PEG
0.88B+
—
P/E
17.1xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
STX
WDC
361% above
Price vs fair valuelower is cheaper
251% above
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~52%/yr
-83%
1-yr DCF upside
-78%
-78%
5-yr DCF upside
-71%
-69%
10-yr DCF upside
-60%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
STX
Why this score
- Diluting shareholders
WDC
No notable signals flagged.
The companies
STXSeagate Technology Holdings PLC
Why now
Computer Hardware · market cap $192.6b. Down 26% from 52-week high of $1145.00 — deep drawdown territory. Revenue growing +34% — in hypergrowth territory. PEG 0.48 — paying under fair value for the growth rate. 23 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $1,125 (implying +32% upside).
Moat
Net margin 26% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. FCF converts 98% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $192.6b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Beta 2.10 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 15.8x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
WDCWestern Digital Corporation
Why now
Computer Hardware · market cap $165.6b. Down 43% from 52-week high of $799.87 — deep drawdown territory. Revenue growing +36% — in hypergrowth territory. PEG 0.88 — paying under fair value for the growth rate. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $664.92 (implying +45% upside).
Moat
Net margin 73% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. $165.6b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.22 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 12.8x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
WDC leads STX by 10.7 points (73.4 to 62.7), its sharpest advantage coming in P/E (grade A-). A contrarian could still prefer STX for its stronger PEG (grade A). Note they play different roles — STX screens as growth, WDC screens as value — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where STX and WDC diverge
On the headline score the gap is 7.3 points in favor of WDC. The widest single difference is Value, where WDC leads by 10.1 points.
- ValueSTX 47.2 · WDC 57.3WDC +10.1
- QualitySTX 73.8 · WDC 81.2WDC +7.4
- GrowthSTX 72.7 · WDC 75.8WDC +3.1
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.