NetApp Inc. vs Shopify Inc. — how do they compare? NetApp Inc. trades at $166.99 (market cap $31.57B), while Shopify Inc. trades at $122.29 (market cap $161.53B). The key difference: Shopify Inc. is far larger — about 5.1× NetApp Inc.'s market cap, and NetApp Inc. pays a 1.29% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| NTAP | SHOP | |
|---|---|---|
Market Cap | $31.57B | $161.53B |
Sector | Technology | Technology |
52-Week High | $181.08 | $179.01 |
52-Week Low | $94.11 | $95.40 |
Enterprise Value | $30.72B | $155.97B |
Dividend Yield | 1.29% | — |
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.
Shopify (SHOP) trades at $123.02, down 0.44% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported Q1 2026 EPS of $0.36, beating expectations, and shows strong revenue growth from $5.6B in 2022 to $11.6B in 2025. Operating cash flow improved to $2.03B in 2025, while net income reached $1.23B. Analyst sentiment is positive with a consensus price target of $148.54 and 66.7% buy ratings.
Outlook remains favorable due to revenue expansion and profitability gains, but high valuation ratios like P/E of 122.04 pose risks. Key opportunities include AI integration and global growth, while competition and economic sensitivity are concerns. The stock offers upside to analyst targets if execution continues.
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 →