Seagate Technology Holdings plc (STX) Competitors & Peers

The 5 largest companies in the same industry as Seagate Technology Holdings plc, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.

How we identify peers ↗

Ticker	Relationship	Price	Comparables
DELL	Supplier	$562.89	P/E 31.3RSI 55Cap 342.6 B
ANET	Peer	$206.55	P/E 65.6RSI 60Cap 260.5 B
SNDK	Peer	$1,777.80	P/E 24.1RSI 57Cap 260.3 B
WDC	Peer	$456.81	P/E 17.0RSI 50Cap 164.7 B
P	Peer	$126.00	P/E 172.6RSI 71Cap 42.0 B

How these relationships were derived

Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.

Model-inferred relationships (unverified)

Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.

AMZNSupplier
AWS is one of two HAMR 1EB+ anchor customers.
Model-inferred, unverified — treat as a lead, not evidence
AMZNSupplier
Amazon (AWS) is among Seagate's largest cloud customers; one of two hyperscalers each placing 1EB+ HAMR orders in 1H 2025.
Model-inferred, unverified — treat as a lead, not evidence
MSFTSupplier
Microsoft is among Seagate's largest cloud customers driving HAMR adoption.
Model-inferred, unverified — treat as a lead, not evidence
GOOGLSupplier
Google Cloud is among Seagate's largest cloud customers; long-standing nearline HDD relationship.
Model-inferred, unverified — treat as a lead, not evidence
METASupplier
Seagate supplies nearline HDDs to Meta.
Model-inferred, unverified — treat as a lead, not evidence
DELLSupplier
Dell is a Seagate enterprise customer; Dell executives praised HAMR potential at investor day.
Model-inferred, unverified — treat as a lead, not evidence
000660.KSCompetitor
NAND-HDD storage overlap.
Model-inferred, unverified — treat as a lead, not evidence