WDC vs MAR Comparison

Western Digital is a leading vertically integrated supplier of hard disk drives. The HDD market is essentially a duopoly, with Western Digital and Seagate as the two largest players. Western Digital designs and manufactures its HDDs, with much of the manufacturing and workforce located in Asia. Data centers are the primary consumers of HDDs.

Marriott operates 1.8 million rooms across more than 30 brands. At the end of 2025, luxury represented roughly 10% of total rooms, premium was 42%, select service was 46%, and midscale was 2%. Marriott, Courtyard, and Sheraton are the largest brands, while Autograph, Tribute, Moxy, Aloft, and Element are newer lifestyle brands. Managed and franchised represented 99% of total rooms as of Dec. 31, 2025. North America makes up 61% of total rooms. Managed, franchise, and incentive fees represent the vast majority of revenue and profitability for the company.