Equinixvs.NetApp
EQIX 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.
Equinix is about 2.2× larger than NetApp by market cap; NetApp trades at the lower P/E (31.9 vs 65.8); year to date, NetApp leads (+115.8% vs +32.0%).
Side by side
| EQIX | NTAP | |
|---|---|---|
| Market cap | $101B | $45.3B |
| Price | $1,026.06 | $237.15 |
| Today | +1.5% | +2.6% |
| Return YTD | +32.0% | +115.8% |
| Return 1Y | +25.8% | +89.7% |
| Since June 26, 2026 | −6.0% | +55.6% |
| P/E | 65.8 | 31.9 |
| P/S | 10.3 | 6.1 |
| P/B | 7.0 | 30.3 |
Data as of 2026-10-09 · 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
EquinixEQIX
Carrier-neutral by design. Equinix rents floor space and power, then sells the interconnection between whoever is in the building. xScale covers the hyperscale-sized halls.
Full EQIX 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 EQIX & NTAP comparisons
Other head-to-heads in the Data centers segment.