Seagate Technology Holdings plc (STX)
Seagate manufactures high-capacity hard-disk drives and storage systems used primarily in cloud and enterprise data centers.
Information Technology stock comparison
STX vs WDC: which business are you actually underwriting?
Compare Seagate Technology Holdings plc with Western Digital Corporation using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Information
- Industry
- Same SIC
- Shared themes
- 2
- Updated
- 2026-08-04
STX vs WDC: quick comparison
| Company fact | STX | WDC |
|---|---|---|
| Company | Seagate Technology Holdings plc | Western Digital Corporation |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | Not recorded | Not recorded |
| Founded | Not recorded | Not recorded |
| SEC industry | Computer Storage Devices | Computer Storage Devices |
| Fiscal year-end | June 27 | July 3 |
| Latest annual filing | 10-K · 2026-08-04 | 10-K · 2025-08-14 |
How the businesses differ
Western Digital Corporation (WDC)
Western Digital makes hard-disk drives and flash storage products for data centers, PCs, and consumer devices.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. STX is classified by the SEC as Computer Storage Devices, while WDC is classified as Computer Storage Devices. The matching industry code strengthens the peer comparison, although product mix can still differ materially.
Which thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study STX when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Study WDC when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Shared research themes
US marketsTariffs & trade
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.STX's fiscal year ends June 27, while WDC's ends July 3. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House Clerk snapshot contains 0matched transaction rows for STXand 0 for WDC. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
STX primary filings
WDC primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
STX vs WDC FAQs
Are STX and WDC direct competitors?
Seagate Technology Holdings plc and Western Digital Corporation share the SEC industry classification “Computer Storage Devices.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
Which is better, STX or WDC?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this STX vs WDC comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. Use a regulated broker or licensed quote provider for current prices, then use the primary filings here to test the business thesis.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-08-10. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-08-10. Independent educational research; not investment advice.
Go beyond STX vs WDC.
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