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 1.6× larger than Super Micro by market cap; Super Micro trades at the lower P/E (20.4 vs 31.1); year to date, NetApp leads (+74.5% vs +20.2%).
Side by side
| NTAP | SMCI | |
|---|---|---|
| Market cap | $39.6B | $25.4B |
| Price | $187.43 | $38.46 |
| Today | +0.3% | +9.4% |
| Return YTD | +74.5% | +20.2% |
| Return 1Y | +69.1% | −19.8% |
| P/E | 31.1 | 20.4 |
| P/S | 5.7 | 0.8 |
| P/B | 29.3 | 3.4 |
Data as of 2026-08-26 · updates daily after U.S. close
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.
See where NTAP and SMCI sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →