Company Comparison
Select companies and metrics to compare across the AI storage sector.
1-Year Stock Return (%)
Apr 2025 → Apr 2026. S&P 500 returned ~+24% over the same period.
Full Metrics Table
| Company | Type | Rev Growth | Gross Margin | 1-Yr Return | Analyst Rating | Analyst Target Δ | Market Share |
|---|---|---|---|---|---|---|---|
SanDisk SNDK | NAND Flash / SSD | +251% | 78.4% | +3,300% | Moderate Buy | +4.5% | 12.8% NAND (Q4 CY25) |
Western Digital WDC | HDD | +45% | 50.5% | +895% | Buy | +79.7% | 47% HDD capacity shipped (2025) |
Seagate STX | HDD | +21% | 40.1% | +650% | Moderate Buy | +6.4% | 42% HDD capacity shipped (2025) |
Micron MU | DRAM + NAND Flash | +196% | 74.9% | +516% | Strong Buy | +10.1% | 26% DRAM; 14.4% NAND; 24% HBM (2026 est.) |
Samsung SSNLF | DRAM + NAND Flash | +69% | 42.8% | +303% | Buy | +24.5% | 27% NAND; 36% DRAM (Q4 CY25) |
SK Hynix HXSCL | DRAM + NAND Flash | +198% | 72% | +247% | Strong Buy | +31.1% | 57% HBM; 34% DRAM; 22.1% NAND+Solidigm |
Pure Storage PSTG | All-Flash Arrays | +20% | 71.4% | +53% | Moderate Buy | +25.2% | ~21% enterprise all-flash array market |