WDC

Western Digital Corporation

Technology · $166.2B market cap

Verdict

Share price

$415.29

close of Oct 3, 2026

Fair value

$238.38

Sticker Price

Payback Price

$95.35

buy price

Overpriced

WDC is Overpriced: at $415.29 it trades 74% above its fair value of $238.38. Its buy price (Payback Price) is $95.35, 77% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth5.0% a year✗
Equity per share growth3.3% a year✗
Sales growth3.4% a year✗
Free cash flow growth6.3% a year✗
Return on invested capital19.7%✓

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Superinvestors

1 of the investors we track holds WDC. In Q2 2026, 1 opened a position. Who we track

Moves in Q2 2026

New position: Lee Ainslie

Insider activity

Since Jul 28, 2026: no open-market purchases, 28 sales worth $14.0M and 72 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Gubbi Vidyadhara K

Chief of Global Operations · 2026-09-04

Sold

$825K

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-09-04

Sold

$195K

STREETER STEPHANIE A

director · 2026-09-01

Sold

$728K

STREETER STEPHANIE A

director · 2026-08-31

Sold

$897K

STREETER STEPHANIE A

director · 2026-08-31

Sold

$894K

Show all 28 sales

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-27

Sold

$482K

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-26

Sold

$215K

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-24

Sold

$305K

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-21

Sold

$112K

Tan Irving

Chief Executive Officer · 2026-08-11

Sold

$691K

Tan Irving

Chief Executive Officer · 2026-08-11

Sold

$2.9M

Tan Irving

Chief Executive Officer · 2026-08-11

Sold

$2.1M

Tan Irving

Chief Executive Officer · 2026-08-11

Sold

$836K

Tan Irving

Chief Executive Officer · 2026-08-11

Sold

$816K

Tan Irving

Chief Executive Officer · 2026-08-11

Sold

$437K

Tan Irving

Chief Executive Officer · 2026-08-11

Sold

$1.1M

Cole Martin I

director · 2026-07-28

Sold

$28K

Cole Martin I

director · 2026-07-28

Sold

$49K

Cole Martin I

director · 2026-07-28

Sold

$16K

Cole Martin I

director · 2026-07-28

Sold

$50K

Cole Martin I

director · 2026-07-28

Sold

$44K

Cole Martin I

director · 2026-07-28

Sold

$40K

Cole Martin I

director · 2026-07-28

Sold

$49K

Cole Martin I

director · 2026-07-28

Sold

$27K

Cole Martin I

director · 2026-07-28

Sold

$14K

Cole Martin I

director · 2026-07-28

Sold

$27K

Cole Martin I

director · 2026-07-28

Sold

$15K

Cole Martin I

director · 2026-07-28

Sold

$74K

Other filings

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-09-03

Option exercise

7.058 shares

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-09-03

Tax withholding

$389K

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-09-03

Option exercise

7 shares

Gubbi Vidyadhara K

Chief of Global Operations · 2026-09-03

Option exercise

14.117 shares

Gubbi Vidyadhara K

Chief of Global Operations · 2026-09-03

Tax withholding

$779K

Show all 72 other filings

Gubbi Vidyadhara K

Chief of Global Operations · 2026-09-03

Option exercise

14 shares

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-09-03

Option exercise

7.058 shares

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-09-03

Tax withholding

$309K

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-09-03

Option exercise

7 shares

Tan Irving

Chief Executive Officer · 2026-09-01

G-Gift

112,500 shares

Tan Irving

Chief Executive Officer · 2026-08-31

J-Other

112,500 shares

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-26

Option exercise

7.575 shares

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-26

Tax withholding

$771K

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-26

Option exercise

7 shares

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-26

Option exercise

9.469 shares

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-26

Tax withholding

$964K

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-26

Option exercise

9 shares

Sennesael Kris

Chief Financial Officer · 2026-08-26

Option exercise

19.882 shares

Sennesael Kris

Chief Financial Officer · 2026-08-26

Tax withholding

$2.0M

Sennesael Kris

Chief Financial Officer · 2026-08-26

Option exercise

19 shares

Shihab Ahmed Mohammed

Chief Product Officer · 2026-08-26

Option exercise

15.906 shares

Shihab Ahmed Mohammed

Chief Product Officer · 2026-08-26

Tax withholding

$1.3M

Shihab Ahmed Mohammed

Chief Product Officer · 2026-08-26

Option exercise

15 shares

Tan Irving

Chief Executive Officer · 2026-08-26

Option exercise

42.416 shares

Tan Irving

Chief Executive Officer · 2026-08-26

Tax withholding

$1.6M

Tan Irving

Chief Executive Officer · 2026-08-26

Option exercise

42 shares

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-26

Option exercise

9.469 shares

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-26

Tax withholding

$765K

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-26

Option exercise

9 shares

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-25

Option exercise

7.779 shares

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-25

Tax withholding

$438K

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-25

Option exercise

7 shares

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-25

Award

3,619 shares

Feller Brad

SVP & Chief Accounting Officer · 2026-08-25

Award

2,068 shares

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-25

Option exercise

9.149 shares

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-25

Tax withholding

$515K

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-25

Option exercise

9 shares

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-25

Award

5,171 shares

Sennesael Kris

Chief Financial Officer · 2026-08-25

Award

8,274 shares

Shihab Ahmed Mohammed

Chief Product Officer · 2026-08-25

Award

6,722 shares

Tan Irving

Chief Executive Officer · 2026-08-25

Option exercise

32.031 shares

Tan Irving

Chief Executive Officer · 2026-08-25

Tax withholding

$215K

Tan Irving

Chief Executive Officer · 2026-08-25

Option exercise

32 shares

Tan Irving

Chief Executive Officer · 2026-08-25

Award

16,548 shares

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-25

Option exercise

7.779 shares

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-25

Tax withholding

$348K

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-25

Option exercise

7 shares

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-25

Award

3,878 shares

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-21

Option exercise

4.753 shares

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-21

Tax withholding

$272K

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-21

Option exercise

4 shares

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-21

Option exercise

5.558 shares

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-21

Tax withholding

$319K

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-21

Option exercise

5 shares

Tan Irving

Chief Executive Officer · 2026-08-21

Option exercise

25.013 shares

Tan Irving

Chief Executive Officer · 2026-08-21

Tax withholding

$250K

Tan Irving

Chief Executive Officer · 2026-08-21

Option exercise

25 shares

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-21

Option exercise

11.183 shares

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-21

Tax withholding

$510K

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-21

Option exercise

11 shares

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-20

Option exercise

5.737 shares

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-20

Tax withholding

$336K

Davis Brian Scott

Chief Sales & Mrktng Officer · 2026-08-20

Option exercise

5 shares

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-20

Option exercise

4.745 shares

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-20

Tax withholding

$278K

Gubbi Vidyadhara K

Chief of Global Operations · 2026-08-20

Option exercise

4 shares

Tan Irving

Chief Executive Officer · 2026-08-20

Option exercise

13.265 shares

Tan Irving

Chief Executive Officer · 2026-08-20

Tax withholding

$68K

Tan Irving

Chief Executive Officer · 2026-08-20

Option exercise

13 shares

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-20

Option exercise

3.834 shares

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-20

Tax withholding

$178K

Tregillis Cynthia L

Chief Legal Officer & Corp Sec · 2026-08-20

Option exercise

3 shares

About Western Digital Corporation

Western Digital Corporation designs, manufactures, and markets a broad range of data storage devices and software solutions across the United States, China, Hong Kong, Europe, the Middle East, Africa, and the rest of Asia, serving an international market. The company's product lineup includes client devices such as hard disk drives (HDDs) and solid-state drives (SSDs) for computing platforms like desktops…

Computer Hardware

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works