Western Digital Corporation (WDC) Competitors & Peers
The 5 largest companies in the same industry as Western Digital Corporation, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| DELL | Peer | $331.09 | P/E 19.2RSI 31Cap 208.2 B |
| ANET | Peer | $183.96 | P/E 49.3RSI 50Cap 231.6 B |
| STX | Peer | $492.42 | P/E 25.8RSI 31Cap 110.4 B |
| SNDK | Historical Spinoff | $851.61 | P/E 6.8RSI 26Cap 126.1 B |
| P | Peer | $100.24 | P/E 137.3RSI 37Cap 33.1 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.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- HPQSupplier
Own 10-K customer-concentration disclosure: HewlettPackardCompany = 11% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
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.
- SIMOCustomer
Silicon Motion supplies SSD controllers for Western Digital.
Model-inferred, unverified — treat as a lead, not evidence - SNDKHistorical Spinoff
WDC separated its NAND/Flash business as SanDisk Corp (SNDK) effective Feb 21, 2025; final stake divestiture Feb 2026 raised $3.1B.
Model-inferred, unverified — treat as a lead, not evidence - AMZNSupplier
Amazon AWS is a major Western Digital nearline HDD customer.
Model-inferred, unverified — treat as a lead, not evidence - MSFTSupplier
Microsoft Azure is a major Western Digital nearline HDD customer.
Model-inferred, unverified — treat as a lead, not evidence - AMZNSupplier
AWS deploys Western Digital nearline HDDs.
Model-inferred, unverified — treat as a lead, not evidence - METASupplier
WD supplies nearline HDDs to Meta.
Model-inferred, unverified — treat as a lead, not evidence - 6502.TPartner
Toshiba-WDC Yokkaichi NAND JV (Kioxia).
Model-inferred, unverified — treat as a lead, not evidence - 000660.KSCompetitor
SK Hynix flash + WD NAND historically competed; SK acquired Solidigm (ex-Intel NAND).
Model-inferred, unverified — treat as a lead, not evidence