NetApp Inc. vs PulteGroup, Inc. — how do they compare? NetApp Inc. trades at $237.15 (market cap $45.38B), while PulteGroup, Inc. trades at $112.12 (market cap $21.63B). The key difference: NetApp Inc. is far larger — about 2.1× PulteGroup, Inc.'s market cap, and PulteGroup, Inc. pays the higher dividend (0.92%). Which is the better fit depends on your goals — on Pluang, investors hold NetApp Inc. for 56 Days and PulteGroup, Inc. for 91 Days on average.
| NTAP | PHM | |
|---|---|---|
Market Cap | $45.38B | $21.63B |
Volume | 2,264,311 | 2,324,729 |
Sector | Technology | Consumer Cyclical |
52-Week High | $235.84 | $142.56 |
52-Week Low | $94.11 | $110.11 |
Typical Hold Time | 56 Days | 91 Days |
Enterprise Value | $44.34B | $22.04B |
Dividend Yield | 0.9% | 0.92% |
Signals from Pluang's Aura AI — not financial advice
NetApp (NTAP) trades at $231.05, down 2.03% today but maintains strong technical momentum with a bullish moving average signal. The company demonstrates robust fundamentals with consistent earnings beats (Q4 2025-Q2 2026), a 19.19% net income margin, and 114.82% ROE. Recent AI infrastructure announcements, including partnerships with Oracle and Supermicro, highlight strategic positioning in the growing data storage market. Analyst consensus shows mixed sentiment with 38% buy ratings but a $219.30 price target below current levels.
NetApp presents a compelling growth story driven by AI infrastructure demand and strong profitability metrics. However, elevated valuation ratios (P/E 32.63, P/S 6.26) and technical overbought conditions (RSI near 78) suggest near-term caution. The stock's upside potential depends on continued execution of AI strategy and Q3 2026 earnings delivery against $2.60 EPS expectations.
PulteGroup (PHM) trades at $113.53, down 1.07% with bearish technical signals despite reasonable valuations. The stock faces headwinds from rising mortgage rates impacting the housing sector, with recent earnings showing mixed results - missing Q4 2025 and Q1 2026 estimates but beating Q2 2026 expectations. Revenue declined to $17.31B in 2025 with net income margin compression to 11.62%, though the company maintains strong cash flow generation and dividend payments.
While PHM offers attractive valuation metrics including an 11.6 P/E ratio and 45% analyst buy ratings with a $139.80 price target, the stock faces significant near-term pressure from rising interest rates and housing affordability concerns. The bearish technical outlook and mixed earnings performance suggest cautious positioning until clearer housing market stabilization emerges.
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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 →PulteGroup Inc is one of the largest homebuilders in the United States, operating in 40 markets across 23 states. The company mainly builds single-family detached homes (85% of unit sales) and offers products to entry-level, move-up, and active-adult buyers. PulteGroup offers homebuyers mortgage financing and title agency services through its financial services segment. The company is headquartered in Atlanta.
Read more on PHM →