Head to head · SEC data as of July 10, 2026

Micron vs Western Digital: which has the stronger fundamentals?

Micron

94

Quality score · out of 100

Western Digital

89

Quality score · out of 100

Micron comes in ahead: a quality score of 94 versus 89 for Western Digital. Micron wins on gross margin (72.6% vs 45.4%), cash generation (FCF) (29% vs 24.7%) and revenue growth (28.5% vs -5.9%). Western Digital answers with ROE (67.3% vs 50.1%).

The metrics, head to head

MetricMicronWestern Digital
Quality score (0-100)9489
Net margin55.9%55.3%
Gross margin72.6%45.4%
ROE50.1%67.3%
Net debt/EBITDA-0.23×-0.12×
FCF margin29%24.7%
Revenue growth (annualized)28.5%-5.9%
Earnings growth (annualized)66.7%47.4%

TTM metrics with official SEC data, refreshed daily. Bold green marks the winner of each metric. A dash means the metric doesn't apply or isn't reliable.

What each one does

Micron. Micron is one of the few large global makers of memory chips (DRAM and NAND flash): the ones that store data in phones, computers, cars and data centers. It's a very cyclical business, with sharp price swings between shortages and gluts.

Western Digital. Western Digital makes high-capacity hard drives (HDDs) for data centers, after spinning off its flash business (SanDisk). The HDD looked doomed… until AI exploded the need to store oceans of cheap data.

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What this comparison doesn't tell you

The score measures business quality, not whether the stock is cheap or expensive: the better company can be the worse investment if you overpay. For the valuation verdict, enter each one's current price in the analyzer:

Analyze Micron →Analyze Western Digital →

Frequently asked questions

Who has the stronger fundamentals today, Micron or Western Digital?

By the StockSemáforo model (profitability, growth and financial strength, built on official SEC data), Micron scores higher: 94 versus 89 out of 100. The score is recomputed nightly with the latest filings.

Does that make Micron the better investment?

No. The score measures business quality, not valuation: an excellent company can trade at an excessive price and be a poor investment at that price. To find out whether it's cheap or expensive, enter its current quote in the StockSemáforo analyzer.

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