NetApp Inc. vs Shopify Inc. — how do they compare? NetApp Inc. trades at $184.71 (market cap $37.15B), while Shopify Inc. trades at $127.06 (market cap $172.54B). The key difference: Shopify Inc. is far larger — about 4.6× NetApp Inc.'s market cap, and NetApp Inc. pays a 1.1% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| NTAP | SHOP | |
|---|---|---|
Market Cap | $37.15B | $172.54B |
Sector | Technology | Technology |
52-Week High | $207.08 | $179.01 |
52-Week Low | $94.11 | $95.40 |
Enterprise Value | $36.11B | $167.77B |
Dividend Yield | 1.1% | — |
Signals from Pluang's Aura AI — not financial advice
NetApp (NTAP) trades at $189.13, up 1.91% with strong technical momentum and bullish moving average signals. The company delivered three consecutive earnings beats, with Q1 2026 EPS of $2.58 beating expectations by 21.7%. Revenue growth accelerated to 30% year-over-year in the latest quarter, driven by AI storage demand and cloud momentum. Analyst consensus remains positive with a $193.55 price target, though valuation metrics appear elevated with a P/E of 26.71 and P/S of 5.12.
The outlook remains constructive given strong AI-driven demand and raised 2027 guidance, but premium valuation and margin pressures present risks. Institutional sentiment is mixed with 36.6% buy ratings versus 52.1% hold ratings. Key catalysts include continued AI infrastructure adoption, while risks include execution challenges and competitive pressures in the storage market.
Shopify (SHOP) trades at $134.10, down 7.57% amid broader market weakness. The stock shows bearish technical signals with key support at $131 and resistance at $140. Fundamentally, revenue growth remains strong at $11.56B in 2025 with improving profitability, though valuation metrics appear elevated with a P/E of 90.6. Recent earnings show mixed results with a Q4 2025 miss but subsequent beats in 2026.
Analyst consensus remains bullish with 67% buy ratings and $167.50 price target, representing 25% upside. Key risks include premium valuation compression and competitive pressures in e-commerce infrastructure. The company's expanding B2B segment and AI integration provide growth catalysts, but investors should weigh rich multiples against execution risks.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →