Northrop Grumman Corporation vs Seagate Technology Holdings PLC — how do they compare? Northrop Grumman Corporation trades at $521.09 (market cap $73.16B), while Seagate Technology Holdings PLC trades at $880.88 (market cap $205.65B). The key difference: Seagate Technology Holdings PLC is far larger — about 2.8× Northrop Grumman Corporation's market cap, and Northrop Grumman Corporation pays the higher dividend (1.92%). Which is the better fit depends on your goals.
| NOC | STX | |
|---|---|---|
Market Cap | $73.16B | $205.65B |
Sector | Industrials | Technology |
52-Week High | $768.02 | $1.09K |
52-Week Low | $496.02 | $193.04 |
Enterprise Value | $87.14B | $207.80B |
Dividend Yield | 1.92% | 0.33% |
Signals from Pluang's Aura AI — not financial advice
Northrop Grumman (NOC) trades at $518.58, up 0.7% with strong earnings beats in recent quarters. Technical indicators show a bearish trend with oversold RSI signals, while fundamentals remain solid with 10.48% net margin and 26.96% ROE. The company maintains a record $105 billion backlog and raised guidance after strong Q2 results, supported by rising defense spending globally.
NOC presents a compelling value with a 16.37 P/E below industry averages and a $618.43 consensus price target implying 19% upside. Risks include execution on massive contracts and defense budget volatility, but analyst sentiment is strongly bullish with 57% buy ratings. The stock offers defensive growth exposure amid geopolitical tensions.
Seagate Technology (STX) trades at $904.38, up 6.49% today, with strong momentum driven by AI infrastructure demand. The stock shows bullish technical signals with support at $868 and resistance at $933. Recent earnings beats and robust 2026 revenue guidance of $12.2B highlight fundamental strength, though valuation ratios remain elevated with P/E at 65.06. Analyst consensus is bullish with a $1,130 price target, supported by institutional accumulation and positive media coverage of HAMR technology adoption.
Outlook: STX benefits from AI-driven storage demand and operational execution, but faces risks from high debt and competitive pressures. The stock's premium valuation requires sustained growth to justify upside. Near-term catalysts include Q3 earnings and product ramps, while macroeconomic volatility and execution missteps pose headwinds. Investor sentiment remains positive, but caution is warranted given rich multiples.
Trailing returns across standard periods
Latest headlines on both assets
Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm's segments include aeronautics, mission systems, defense services, and space systems. The company's aerospace segment creates the fuselage for the massive F-35 program and produces various piloted and autonomous flight systems. Mission systems creates a variety of sensors and processors for defense hardware. The defense systems segment is a long-range missile manufacturer. Finally, the company's space systems segment produces various space structures, sensors, and satellites.
Read more on NOC →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →