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 1.8× larger than Super Micro by market cap; Super Micro trades at the lower P/E (14.8 vs 25.9); year to date, NetApp leads (+57.7% vs −3.3%).
Side by side
| NTAP | SMCI | |
|---|---|---|
| Market cap | $33.1B | $18.5B |
| Price | $168.87 | $28.31 |
| Today | −1.7% | +0.2% |
| Return YTD | +57.7% | −3.3% |
| Return 1Y | +58.7% | −43.8% |
| P/E | 25.9 | 14.8 |
| P/S | 4.8 | 0.5 |
| P/B | 24.5 | 2.4 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
NetAppNTAP
Data storage and hybrid-cloud data services for enterprises and AI workloads.
Full NTAP profile →Super MicroSMCI
Fast-growing AI server manufacturer focused on liquid cooling and short lead times from new GPU to finished rack.
Full SMCI profile →More comparisons in Data centers
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 →