Dell Technologiesvs.NetApp
DELL vs NTAP · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Dell Technologies is about 7.8× larger than NetApp by market cap; year to date, Dell Technologies leads (+359.9% vs +120.2%).
Side by side
| DELL | NTAP | |
|---|---|---|
| Market cap | $363B | $46.3B |
| Price | $574.55 | $231.05 |
| Today | −0.8% | −2.0% |
| Return YTD | +359.9% | +120.2% |
| Return 1Y | +283.7% | +99.8% |
| Since June 26, 2026 | +43.8% | +51.6% |
| P/E | 31.9 | 32.7 |
| P/S | 2.4 | 6.3 |
| P/B | 40.5 | 31.0 |
Data as of 2026-10-08 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
Dell TechnologiesDELL
Dell's AI server backlog has grown quickly, sold to enterprises and cloud operators alike, on top of a long-standing PC and storage business.
Full DELL profile →NetAppNTAP
Keeps enterprise data on flash arrays and moves it between on-premises kit and the cloud; AI workloads are the newer source of demand.
Full NTAP profile →More DELL & NTAP comparisons
Other head-to-heads in the Data centers segment.