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HPEvs.NetApp

HPE 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.

HPE is about 2.1× larger than NetApp by market cap; year to date, HPE leads (+195.6% vs +115.8%).

Side by side

HPENTAP
Market cap$96.7B$45.3B
Price$73.46$237.15
Today+3.5%+2.6%
Return YTD+195.6%+115.8%
Return 1Y+172.2%+89.7%
Since June 26, 2026+68.1%+55.6%
P/E34.631.9
P/S2.36.1
P/B3.630.3

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

HPEHPE

NYSE · USA

Cray supercomputers and ProLiant AI servers on one side; on the other, a networking business that grew considerably with the Juniper acquisition.

AI serversNetworking
Full HPE profile →

NetAppNTAP

NASDAQ · USA

Keeps enterprise data on flash arrays and moves it between on-premises kit and the cloud; AI workloads are the newer source of demand.

Data storage
Full NTAP profile →

More HPE & NTAP comparisons

Other head-to-heads in the Data centers segment.

See where HPE and NTAP sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →