Northrop Grumman Corporation vs Seagate Technology Holdings PLC — how do they compare? Northrop Grumman Corporation trades at $514.98 (market cap $74.42B), while Seagate Technology Holdings PLC trades at $898.48 (market cap $181.56B). The key difference: Seagate Technology Holdings PLC is far larger — about 2.4× Northrop Grumman Corporation's market cap, and Northrop Grumman Corporation pays the higher dividend (1.79%). Which is the better fit depends on your goals.
| NOC | STX | |
|---|---|---|
Market Cap | $74.42B | $181.56B |
Sector | Industrials | Technology |
52-Week High | $768.02 | $1.09K |
52-Week Low | $496.02 | $146.59 |
Enterprise Value | $88.65B | $184.59B |
Dividend Yield | 1.79% | 0.37% |
Signals from Pluang's Aura AI — not financial advice
Northrop Grumman (NOC) trades at $512.29, down 1.78% amid a bearish technical signal despite strong Q2 2026 earnings that beat estimates and a record $105 billion backlog. The stock faces margin pressures but maintains solid fundamentals with a P/E of 16.43 and ROE of 28.51%. Recent news highlights raised 2026 guidance driven by robust defense demand, though the stock's decline reflects investor concerns over cost challenges.
The outlook is mixed: bullish fundamentals and analyst consensus ($655 price target) support long-term growth, but near-term risks include execution on margin targets and technical bearishness. Investment appeal hinges on defense budget tailwinds offsetting operational headwinds.
Seagate Technology (STX) trades at $891.23, up 13.25% over the past 24 hours, with strong recent earnings beats and bullish analyst sentiment. The stock shows bearish technical signals but benefits from robust profitability metrics including a 21.6% net income margin and 96.27% ROE. Recent news highlights AI-driven storage demand as a key growth catalyst, with the company set to report Q2 2026 earnings on July 28, 2026.
Outlook remains positive due to AI infrastructure expansion and consistent earnings outperformance, though high valuation ratios and negative shareholder equity pose risks. Analyst consensus price target of $987.86 suggests upside potential, but investors should monitor debt levels and competitive pressures in the storage sector.
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 →