Sectivia

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 8.6× larger than NetApp by market cap; NetApp trades at the lower P/E (25.9 vs 33.8); year to date, Dell Technologies leads (+245.5% vs +57.7%).

Side by side

DELLNTAP
Market cap$284B$33.1B
Price$434.97$168.87
Today−3.4%−1.7%
Return YTD+245.5%+57.7%
Return 1Y+240.1%+58.7%
P/E33.825.9
P/S2.14.8
P/B31.824.5

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

Dell TechnologiesDELL

NYSE · USA

One of the world's largest server and PC manufacturers with a rapidly growing order book for AI servers serving enterprises and AI cloud customers.

AI serversEnterprise hardware
Full DELL profile →

NetAppNTAP

NASDAQ · USA

Data storage and hybrid-cloud data services for enterprises and AI workloads.

Data storage
Full NTAP profile →

More comparisons in Data centers

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 →