Western Digital Corporation engages in the development, manufacture, and sale of data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa. The company offers internal HDDs, data center drives, data center platforms, external drives, portable drives, NAS for home and office, and accessories.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (22 analysts).
| Parameter | BaseValue |
|---|---|
Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $1959.86 Implied EV: $706.22B |
What growth rate is the market pricing in at $417?
Narrow moat with reinvestment efficiency as the key competitive advantage. Improving margin stability would strengthen the moat.
"Market is pessimistic — investigate whether fears are temporary or structural"
Significantly undervalued with market fear — classic Buffett "be greedy when others are fearful" conditions
