StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
WDC$546.20+2.82%
Fair $546.20+0.0%

WDC

Western Digital Corporation

Technology / Computer HardwareNasdaqGS

$546.20

+14.99 (+2.82%)

Fairly Valued+0.0%Fair Value $546.20Fund rank 26/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-781.0M · quality 41.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

45/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 0unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · WDCLocal privado en este navegador · Western Digital Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$188.3B

P/E

32.6x

↑

EV/EBITDA

102.5x

↑

ROE

33.6%

↑

Gross Margin

38.8%

↑

Debt/Equity

0.85

↑
52-Week Range$546
$51$564

TradingView lightweight chart

WDC price, volumen y niveles de valoración

Último $546.20Periodo +18252.3%
Fair value: $546.20

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

+2.9%

FCF margin

13.4%

FCF / Net income

0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.52B · net income $1.86B · FCF $1.28B

2008-FY → 2025-FY

Gross margin

38.8%— pts

Operating margin

22.4%— pts

Net margin

19.5%— pts

FCF margin

13.4%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$9.52B$9.52B$6.32B$6.25B$18.79B$16.92B$16.74B$16.57B$20.65B$19.09B—————————
Net Income$1.86B$1.86B$-798.0M$-1.68B$1.55B$821.0M$-250.0M$-754.0M$675.0M$397.0M$242.0M$1.47B$1.62B$980.0M$1.61B$726.0M$1.38B$470.0M$867.0M
EBITDA$1.94B$1.94B$243.0M$289.0M$3.40B$2.43B$1.90B$1.90B$5.67B$4.08B$1.62B$2.73B$3.04B$2.50B$2.60B$1.38B$2.04B$998.0M$1.42B
EPS5.125.12-1.72-5.444.752.01-0.63-1.951.661.010.764.675.053.014.972.344.481.572.90
Gross Margin38.8%38.8%28.1%22.2%31.3%26.7%22.6%22.6%37.3%31.8%—————————
Operating Margin22.4%22.4%1.5%-6.4%13.0%7.2%2.0%0.5%17.5%10.2%—————————
Net Margin19.5%19.5%-12.6%-26.9%8.2%4.9%-1.5%-4.6%3.3%2.1%—————————
Balance Sheet
Debt/Equity0.850.850.670.600.570.780.971.030.951.131.230.230.260.220.250.030.060.13—
Current Ratio1.491.49—————————————————
Cash Flow
Free Cash Flow$1.28B$1.28B$-781.0M$-1.23B$758.0M$752.0M$177.0M$671.0M$3.37B$2.86B$1.40B$1.63B$2.19B$2.17B$2.35B$877.0M$1.21B$786.0M$784.0M
Returns
ROE33.6%33.6%-7.2%-14.2%12.7%7.6%-2.6%-7.6%5.9%3.5%2.2%15.9%18.3%12.4%21.0%13.2%29.3%14.7%32.2%
Valuation
P/E32.6532.65——7.20——————————————
EV/EBITDA102.52102.52102.4648.794.55——————————————
P/B35.3935.391.720.760.88——————————————
Growth & Yield
Revenue Growth50.7%50.7%1.0%-66.7%—1.1%1.0%-19.8%8.1%——————————
EPS Growth397.7%397.7%68.4%-214.5%—416.7%67.4%-217.3%64.2%34.0%-83.8%-7.5%67.8%-39.5%112.9%-47.9%185.1%-45.8%—
Dividend Yield0.1%0.1%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

111.5%

muy exigente

EPS terminal req.

$48.47

Spread vs growth

286.1%

5Y implied EPS CAGR

62.9%

muy exigente

EPS terminal req.

$58.64

Spread vs growth

334.8%

10Y implied EPS CAGR

33.8%

muy exigente

EPS terminal req.

$94.45

Spread vs growth

363.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +959.7%

Total return

+959.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.72 → 5.12

Residual

+959.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term+959.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.