NetAppvs.Super Micro
NTAP vs SMCI · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
NetApp is about 1.7× larger than Super Micro by market cap; Super Micro trades at the lower P/E (12.3 vs 31.9); year to date, NetApp leads (+115.8% vs +46.1%).
Side by side
| NTAP | SMCI | |
|---|---|---|
| Market cap | $45.3B | $27.4B |
| Price | $237.15 | $41.86 |
| Today | +2.6% | −2.1% |
| Return YTD | +115.8% | +46.1% |
| Return 1Y | +89.7% | −27.1% |
| Since June 26, 2026 | +55.6% | +36.7% |
| P/E | 31.9 | 12.3 |
| P/S | 6.1 | 0.7 |
| P/B | 30.3 | 1.9 |
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
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 →Super MicroSMCI
Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.
Full SMCI profile →More NTAP & SMCI comparisons
Other head-to-heads in the Data centers segment.