Western Digital Corp.（WDC）股票——这是一门好生意吗？

Western Digital Corp.（WDC）股票——这是一门好生意吗？ — InspectStocks

怎么赚钱

Cloud storage drives89%
Client Devices drives6%
Consumer external drives5%

各项收入占比是对Q4 fiscal 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

High-capacity enterprise hard disk drives
Drives used in cloud data centers, enterprise storage systems, and smart video systems to store large amounts of data for long periods.
Desktop and notebook hard disk drives
Drives supplied to computer makers and sales-channel customers for use in desktop and notebook computers.
External storage drives
Drives sold through retail and channel partners for people to store personal files and other content.

再显示 3 项

ePMR enterprise drives
Drives using energy-assisted perpendicular magnetic recording (ePMR); shipments of models with capacity up to 40 terabytes began in Q4 fiscal 2026 (high).
HAMR enterprise drives
Drives using heat-assisted magnetic recording (HAMR); Western Digital said it planned to ship models with capacity up to 44 terabytes (plan stated August 2026, medium).
High-bandwidth hard disk drives
Drives designed to move data faster for demanding workloads; Western Digital said it was testing samples with customers.

谁在买6

Cloud service providers and large data center operators buy high-capacity drives, often through long-term agreements.
Neocloud companies and artificial intelligence labs buy drives for data storage.
Computer makers buy drives for desktop and notebook computers.

再显示 3 项

Enterprise storage-system makers buy drives for storage systems used by businesses.
Resellers, distributors, and retailers buy drives for resale to businesses and consumers.
Consumers buy external drives through retail and other sales partners.

靠什么支撑，什么会击垮它

业务依赖什么

1A large part of the business serves cloud customers, so changes in their data-center purchases can affect sales.
2Western Digital relies on outside suppliers for many components and materials, and says some components come from a limited number of suppliers.
3The company makes most of the recording heads and magnetic media used in its drives itself, making production dependent on its own manufacturing operations and technology development.

可能出什么问题

1Losing sales to a major cloud customer, or a change in that customer's data-center plans, could reduce revenue.
2Delays or problems in developing and introducing new drive technologies could make it harder to meet customers' capacity needs or compete with other storage products.
3A disruption at a limited-source supplier could restrict access to components or services needed to make and test drives.

完整财务报表 →

与同行业相比处在什么位置

三项评分，每一项都是相对我们在Semiconductors覆盖的 72 家公司的百分位。刻意分开而不揉成一个总分：便宜、上涨和经营得好是三件不同的事，一个数字会把它们是哪一件藏起来。

动量

96在同行业中满分 100

接近同行业顶部

截至一个月前的 12 个月473.4%

截至一个月前的 6 个月64.4%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

58在同行业中满分 100

处于同行业中游

每单位价格对应的利润5.76%

每单位价格对应的现金2.15%

每单位价格对应的营收7.90%

每单位价格对应的资产5.42%

整个企业对应的经营利润2.99%

这些是收益率，所以数值越高越便宜——亏损的公司会排在最后，而不是被剔除。便宜不等于好：高收益率往往意味着股价是有原因才跌下来的。五项指标齐全。

资本配置

4/5大体克制

1 项检验未披露

资本回报率42.1%

股东回报率1.69%

股本数量，3 年13.4%

净债务 / EBITDA-0.47x

内部人，12 个月-US$38.1M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 42.1%
债务与盈利之比现金多于债务
回馈给股东的现金每年 1.7% 用于回购和分红
三年间的股本数量三年间股本数量增加 13.4%
现金流对派付的覆盖自由现金流覆盖了派付的部分
内部人在公开市场的买入净卖出 US$38.1M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月30日。

关于Western Digital Corp.

Western Digital designs and makes hard disk drives (HDDs), which store data on spinning magnetic disks. Cloud data centers and enterprise storage companies use its high-capacity drives to keep large amounts of data; computer makers use its drives in desktop and notebook computers. The company also sells external drives for personal storage through retail and distribution partners.

总部: San Jose, California, United States
成立于: 1970
员工人数: approximately 40,000 (end of fiscal 2026, high)
上市于: Nasdaq
财年结束: July 3 (fiscal 2026, high)

基于 Western Digital Corp. 自己向 SEC 提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

怎么赚钱

Cloud storage drives89%
Client Devices drives6%
Consumer external drives5%

各项收入占比是对Q4 fiscal 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

High-capacity enterprise hard disk drives
Drives used in cloud data centers, enterprise storage systems, and smart video systems to store large amounts of data for long periods.
Desktop and notebook hard disk drives
Drives supplied to computer makers and sales-channel customers for use in desktop and notebook computers.
External storage drives
Drives sold through retail and channel partners for people to store personal files and other content.

再显示 3 项

ePMR enterprise drives
Drives using energy-assisted perpendicular magnetic recording (ePMR); shipments of models with capacity up to 40 terabytes began in Q4 fiscal 2026 (high).
HAMR enterprise drives
Drives using heat-assisted magnetic recording (HAMR); Western Digital said it planned to ship models with capacity up to 44 terabytes (plan stated August 2026, medium).
High-bandwidth hard disk drives
Drives designed to move data faster for demanding workloads; Western Digital said it was testing samples with customers.

谁在买6

Cloud service providers and large data center operators buy high-capacity drives, often through long-term agreements.
Neocloud companies and artificial intelligence labs buy drives for data storage.
Computer makers buy drives for desktop and notebook computers.

再显示 3 项

Enterprise storage-system makers buy drives for storage systems used by businesses.
Resellers, distributors, and retailers buy drives for resale to businesses and consumers.
Consumers buy external drives through retail and other sales partners.

靠什么支撑，什么会击垮它

业务依赖什么

1A large part of the business serves cloud customers, so changes in their data-center purchases can affect sales.
2Western Digital relies on outside suppliers for many components and materials, and says some components come from a limited number of suppliers.
3The company makes most of the recording heads and magnetic media used in its drives itself, making production dependent on its own manufacturing operations and technology development.

可能出什么问题

1Losing sales to a major cloud customer, or a change in that customer's data-center plans, could reduce revenue.
2Delays or problems in developing and introducing new drive technologies could make it harder to meet customers' capacity needs or compete with other storage products.
3A disruption at a limited-source supplier could restrict access to components or services needed to make and test drives.

完整财务报表 →

与同行业相比处在什么位置

动量

96在同行业中满分 100

接近同行业顶部

截至一个月前的 12 个月473.4%

截至一个月前的 6 个月64.4%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

58在同行业中满分 100

处于同行业中游

每单位价格对应的利润5.76%

每单位价格对应的现金2.15%

每单位价格对应的营收7.90%

每单位价格对应的资产5.42%

整个企业对应的经营利润2.99%

资本配置

4/5大体克制

1 项检验未披露

资本回报率42.1%

股东回报率1.69%

股本数量，3 年13.4%

净债务 / EBITDA-0.47x

内部人，12 个月-US$38.1M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 42.1%
债务与盈利之比现金多于债务
回馈给股东的现金每年 1.7% 用于回购和分红
三年间的股本数量三年间股本数量增加 13.4%
现金流对派付的覆盖自由现金流覆盖了派付的部分
内部人在公开市场的买入净卖出 US$38.1M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月30日。

关于Western Digital Corp.

总部: San Jose, California, United States
成立于: 1970
员工人数: approximately 40,000 (end of fiscal 2026, high)
上市于: Nasdaq
财年结束: July 3 (fiscal 2026, high)

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

与同行业相比处在什么位置

关于Western Digital Corp.

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

与同行业相比处在什么位置

关于Western Digital Corp.

Western Digital Corp.

成长与现金——5 项中通过 5 项