MACOM Technology vs Western Digital Corp — how do they compare? MACOM Technology trades at $283.02 (market cap $20.99B), while Western Digital Corp trades at $475.7 (market cap $172.09B). The key difference: Western Digital Corp is far larger — about 8.2× MACOM Technology's market cap, and Western Digital Corp pays a 0.13% dividend while MACOM Technology pays none. Which is the better fit depends on your goals.
| MTSI | WDC | |
|---|---|---|
Market Cap | $20.99B | $172.09B |
Sector | Technology | Technology |
52-Week High | $409.68 | $746.23 |
52-Week Low | $122.18 | $95.03 |
Enterprise Value | $20.70B | $171.56B |
Dividend Yield | — | 0.13% |
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Western Digital (WDC) trades at $477.30, up 2.1% on the day, reflecting strong momentum amid bullish technical signals and consistent earnings beats. The stock exhibits robust fundamentals with a net income margin of 71.97% and ROE of 131.02%, supported by positive cash flow trends. Recent news highlights AI-driven storage demand and institutional accumulation, such as CalSTRS increasing its stake by 64,424.3% in Q2 2026 (SEC filing, September 7, 2026).
Outlook remains favorable with a consensus price target of $676.70 (72% buy ratings), though risks include high valuation multiples and cyclical industry exposure. Earnings growth from AI data expansion is a key catalyst, but investor caution is warranted near all-time highs.
Trailing returns across standard periods
Latest headlines on both assets
MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.
Read more on MTSI →Western Digital is a vertically integrated supplier of data storage solutions, spanning both hard disk drives and solid-state drives. In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia.
Read more on WDC →