NetApp Inc. vs PepsiCo, Inc. — how do they compare? NetApp Inc. trades at $166.99 (market cap $31.57B), while PepsiCo, Inc. trades at $134.86 (market cap $184.89B). The key difference: PepsiCo, Inc. is far larger — about 5.9× NetApp Inc.'s market cap, and PepsiCo, Inc. pays the higher dividend (4.37%). Which is the better fit depends on your goals.
| NTAP | PEP | |
|---|---|---|
Market Cap | $31.57B | $184.89B |
Sector | Technology | Consumer Staples |
52-Week High | $181.08 | $170.44 |
52-Week Low | $94.11 | $135.40 |
Enterprise Value | $30.72B | $227.39B |
Dividend Yield | 1.29% | 4.37% |
Signals from Pluang's Aura AI — not financial advice
NTAP trades at $165.70, up 1.11% today, near its consensus price target of $167.45. The stock shows strong fundamentals with a net income margin of 18.43% and consistent earnings beats in recent quarters. Recent acquisition of DataPelago aims to bolster AI infrastructure capabilities, while technical indicators signal a neutral near-term trend with support at $160 and resistance at $166.
Outlook remains positive driven by AI and cloud demand, though high valuation ratios like P/E of 25.38 and debt-to-asset ratio of 29.89 pose risks. Analysts are mixed with 36.6% buy ratings, suggesting cautious optimism for growth trajectory amid competitive pressures.
PepsiCo (PEP) trades at $134.98, down 1.56% today, with a bearish technical signal as moving averages indicate selling pressure. The stock has consistently beaten earnings estimates in recent quarters, with Q3 2026 results pending. Revenue grew to $93.93B in 2025, though net income margin dipped to 8.77%. Analysts maintain a consensus price target of $158.50, implying upside, while recent news highlights price cuts on snacks to address consumer pushback on high costs.
The outlook for PEP is mixed; strong cash flow and dividend payments support income investors, but margin pressure and competitive risks persist. Upside depends on North American performance recovery and effective pricing strategy execution. Key risks include consumer sensitivity to price hikes and macroeconomic headwinds affecting discretionary spending.
Trailing returns across standard periods
Latest headlines on both assets
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 →PepsiCo is one of the largest food and beverage companies globally. It makes, markets, and sells a slew of brands across the beverage and snack categories, including Pepsi, Mountain Dew, Gatorade, Doritos, Lays, and Ruffles. The firm uses a largely integrated go-to-market model, though it does leverage third-party bottlers, contract manufacturers, and distributors in certain markets. In addition to company-owned trademarks, Pepsi manufactures and distributes other brands through partnerships and joint ventures with companies such as Starbucks. The firm segments its operations into five primary geographies, with North America (comprising Frito-Lay North America, Quaker Foods North America, and North America beverages) constituting around 60% of consolidated revenue.
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