Head to head · SEC data as of October 27, 2026

Micron vs Western Digital: which has the stronger fundamentals?

Micron

94

Quality score · out of 100

Western Digital

92

Quality score · out of 100

On paper this one is nearly a draw: Micron scores 94 and Western Digital scores 92 out of 100 in our fundamental quality model. Micron wins on gross margin (80.7% vs 52.6%), cash generation (FCF) (44.3% vs 29.6%) and revenue growth (36.9% vs -2.9%). Western Digital answers with net margin (69.2% vs 63.8%) and ROE (107.2% vs 61.4%).

The metrics, head to head

MetricMicronWestern Digital
Quality score (0-100)9492
Net margin63.8%69.2%
Gross margin80.7%52.6%
ROE61.4%107.2%
Net debt/EBITDA-0.3×-0.09×
FCF margin44.3%29.6%
Revenue growth (annualized)36.9%-2.9%
Earnings growth (annualized)70.6%54.2%

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?

They're practically tied: Micron and Western Digital score 94 and 92 out of 100 in the StockSemáforo model (profitability, growth and financial strength, built on official SEC data). 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.

Who's behind the methodology and model · how the score is computed

Data: official SEC filings (EDGAR) · Recomputed on October 27, 2026

Spotted a figure that looks wrong? Report it and we'll review it.

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