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 8.1× larger than NetApp by market cap; NetApp trades at the lower P/E (31.1 vs 38.1); year to date, Dell Technologies leads (+244.1% vs +74.5%).
Side by side
| DELL | NTAP | |
|---|---|---|
| Market cap | $320B | $39.6B |
| Price | $451.50 | $187.43 |
| Today | +4.2% | +0.3% |
| Return YTD | +244.1% | +74.5% |
| Return 1Y | +231.1% | +69.1% |
| P/E | 38.1 | 31.1 |
| P/S | 2.4 | 5.7 |
| P/B | 35.8 | 29.3 |
Data as of 2026-08-26 · updates daily after U.S. close
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.
See where DELL and NTAP sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →