GXO Logistics Inc vs NetApp Inc. — how do they compare? GXO Logistics Inc trades at $47.96 (market cap $5.37B), while NetApp Inc. trades at $201.69 (market cap $38.95B). The key difference: NetApp Inc. is far larger — about 7.3× GXO Logistics Inc's market cap, and NetApp Inc. pays a 1.05% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| GXO | NTAP | |
|---|---|---|
Market Cap | $5.37B | $38.95B |
Sector | Industrials | Technology |
52-Week High | $65.59 | $198.72 |
52-Week Low | $45.52 | $94.11 |
Enterprise Value | $10.72B | $38.10B |
Dividend Yield | — | 1.05% |
Signals from Pluang's Aura AI — not financial advice
GXO Logistics trades at $47.98, up 2.17% today, with a bearish technical signal but strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $0.59 exceeding expectations, and revenue growth to $13.6B in 2026. Recent news highlights CEO commentary on data center growth and business transfers, while margins face pressure.
Outlook is mixed: high P/E of 41.3 suggests premium valuation, but low P/S of 0.4 and 88.9% buy ratings from analysts signal upside potential to a $65.67 consensus target. Risks include margin stagnation and competitive logistics market, requiring monitoring of profit expansion.
NetApp (NTAP) trades at $202.00, up 1.65% today, near its 52-week high. The stock shows strong technical momentum with bullish moving averages and recent acquisitions like JetStream Software and DataPelago enhancing its AI infrastructure. Earnings have consistently beaten estimates, with Q1 2026 EPS of $2.43 surpassing the $2.27 forecast. Revenue grew to $6.57B in 2025, and profitability remains robust with an 18.43% net income margin.
Outlook is positive due to strategic AI investments and earnings momentum, but risks include high valuation multiples (P/E of 31.26) and competitive pressures. Analyst consensus is mixed, with 36.62% buy ratings, though the $170.73 price target suggests caution. Investors should weigh growth prospects against valuation concerns.
Trailing returns across standard periods
Latest headlines on both assets
GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
Read more on NTAP →