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WDC

💻 Technology

Western Digital Corporation

Conservative #223Aggressive #57Low RiskHigh 89
$290.95+7.53%
Day High$297.56
Day Low$280.31
Volume9.8M
Mkt Cap$98.6B
52W Low $2952W High $310
Market Cap
$96.3B
P/E Ratio
26.6
Sector avg: 87.8
Rev Growth
50.7%
Sector avg: 14.8%
Earnings Growth
311.1%
Profit Margin
17.0%
Sector avg: -110.0%
Debt/Equity
0.85

Why This Score

WDC scores 63.9 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 29.2% exceeds the 15% quality threshold.
  • High conviction (89/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Momentum reversion risk: Extreme momentum (478%) increases mean-reversion probability. 5-point penalty applied.
  • Procyclicality: Late-cycle macro signals reduce confidence in extreme-momentum names. 2-point additional penalty.
  • Above-average volatility (17.6%) may not suit conservative risk tolerance.

Moderate penalties (-7.0 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score63.9
Fundamental Score65.6
ML Score72.0

Score by Horizon

3 Month
60.0
6 Month
67.0
Primary
1 Year
70.6

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
4.5%
Confidence
medium

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
66
Positive
Analyst (6.4%)
68
Favorable
Tradability (post-hoc)
100
Grade A
Base
59.9
SHAP
+2.2
Factors
+0.7
Conviction
+1.1
Final
63.9
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

74AVG
Value55
Quality85
Growth90
Stability60
Investment80

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)78.0
Technical (Momentum, Weinstein, Volatility)93.0
External (Sentiment, Analyst, Macro)83.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
-3.1% to +1.1%
Medium-term
-4.3% to +1.9%
Long-term
-5.6% to +2.6%

ML Model Core Features100 trained inputs → ML Score: 72

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score67.6/100
Target Upside+2.7%
Coverage61 analysts
Market Sentiment
Sentiment Score65.6/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+4.8%
6M Momentum+2.5%
Volatility+0.2%
Momentum & Technical
Momentum Acceleration+226.5%
Momentum ConsistencyModerate (0.53)
Relative Strength vs Sector+474.1%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+4.777
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
1%
Low risk
Sector RevGr Rank
P96
Revenue growth vs Technology peers
Sector PE Rank
P46
Valuation vs Technology peers
Sector FCF Rank
P33
Free cash flow vs Technology peers
Growth Deviation
+0.8σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 64 relative to sector peers64/100
Machine learning model ranks this stock at the 70th percentileP70
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +4.4pt (features align with model priorities)
Blend: 91% fund (64.1) + 9% ML (67.7) + SHAP(+4.4) = 68.8
Factor quality: +1.3pt (multi-factor composite)
Risk assessment: low. Annualized volatility 17.6%Low
Momentum mean-reversion: -6.0pt (478% 12m momentum)
Market cap adjustment: +3.5 points ($96.3B market cap)+3.5 pts
Conviction bonus: +2.3pt (conviction=89)
Risk Factors

No risk factors identified.

Sector Peer Comparison(Technology — Rank #57 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
WDC63.926.650.7%17.0%$96.3B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%

Market Sentimentvia FMP

Analyst Consensus
Buy61 analysts
Buy: 44Hold: 16Sell: 1
Price Target
$292consensus
Low $230Median $306High $340
+0.4% to consensus target

Company Overviewvia FMP

Western Digital Corporation develops, manufactures, and sells data storage devices and solutions in the United States, China, Hong Kong, Europe, the Middle East, Africa, rest of Asia, and internationally. It offers client devices, including hard disk drives (HDDs) and solid state drives (SSDs) for computing devices, such as desktop and notebook personal computers (PCs), smart video systems, gaming consoles, and set top boxes; flash-based embedded storage products for mobile phones, tablets, notebook PCs, and other portable and wearable devices, as well as automotive, Internet of Things, industrial, and connected home applications; and flash-based memory wafers. The company also provides data center devices and solutions comprising enterprise helium hard drives; enterprise SSDs consisting of flash-based SSDs and software solutions for use in enterprise servers, online transactions, data analysis, and other enterprise applications; data center solutions for data storage systems and tiered storage models; and data storage platforms. In addition, it offers client solutions, such as external HDD storage products in mobile and desktop form; client portable SSDs; removable cards that are used in consumer devices comprising mobile phones, tablets, imaging systems, and cameras and smart video systems; universal serial bus flash drives for use in the computing and consumer markets; and wireless drive products used in-field back up of created content, as well as wireless streaming of high-definition movies, photos, music, and documents to tablets, smartphones, and PCs. The company sells its products under the G-Technology, SanDisk, and WD brands to original equipment manufacturers, distributors, dealers, resellers, and retailers. Western Digital Corporation was founded in 1970 and is headquartered in San Jose, California.

CEO
Tiang Yew Tan
Employees
51,000
Beta
1.84
Industry
Computer Hardware
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
57.4
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-6.1%
High: $309.9
From 52W Low
+909.2%
Low: $28.83
Moving Averages
10-Day
$283.20
Above
20-Day
$278.10
Above
50-Day
$231.10
Above
200-Day
$130.60
Above
60-Day Support
$151.42
60-Day Resistance
$309.9
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 95/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+122.8%
200 SMA Slope (60d)
+69.16%
Rising
Volume Ratio
1.02x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%
Recent Gap Up

Financial Statementslast 4 quarters via FMP

MetricQ2 2026Q1 2025Q4 2025Q3 2025
Revenue$3.0B$2.8B$2.6B$2.3B
Gross Profit$1.4B$1.2B$1.1B$912M
Operating Income$963M$792M$680M$760M
Net Income$1.8B$1.2B$257M$524M
EPS (Diluted)$4.73$3.07$0.76$1.42
Gross Margin45.7%43.5%41.0%39.8%
Operating Margin31.9%28.1%26.1%33.1%
Net Margin61.1%41.9%9.9%22.8%

Why This Stock

TechnologyRevenue growth 50.7%Profit margin 17.0%Earnings quality grade A

Tradability FilterGrade A — 100/100Score impact: -10.6pt

Volume
100
9.2M avg/day
Dollar Vol
100
$2.6B/day
Float
100
337M shares
Mkt Cap
100
$96.3B
Range
100
975% spread
Composite Liquidity Score100/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$37.40$59.0844.9%Wide
2022$22.46$52.4180%Wide
2023$23.39$40.2152.9%Wide
2024$37.00$61.6249.9%Wide
2025$28.83$188.77147%Wide
3-Year Range
155.9%
Narrow Years
0 / 5
Sideways Penalty
None
Free Float
99.3%
Outstanding Shares
339M
Bid-Ask Spread
975.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.