NetApp Inc. vs Union Pacific Corporation — how do they compare? NetApp Inc. trades at $203.5 (market cap $38.95B), while Union Pacific Corporation trades at $293.73 (market cap $173.99B). The key difference: Union Pacific Corporation is far larger — about 4.5× NetApp Inc.'s market cap, and Union Pacific Corporation pays the higher dividend (1.94%). Which is the better fit depends on your goals.
| NTAP | UNP | |
|---|---|---|
Market Cap | $38.95B | $173.99B |
Sector | Technology | Industrials |
52-Week High | $202.05 | $307.32 |
52-Week Low | $94.11 | $214.91 |
Enterprise Value | $38.10B | $203.04B |
Dividend Yield | 1.05% | 1.94% |
Signals from Pluang's Aura AI — not financial advice
NetApp (NTAP) trades at $202.00, up 1.65% today, near its 52-week high. The stock shows strong technical momentum with bullish moving averages and recent acquisitions like JetStream Software and DataPelago enhancing its AI infrastructure. Earnings have consistently beaten estimates, with Q1 2026 EPS of $2.43 surpassing the $2.27 forecast. Revenue grew to $6.57B in 2025, and profitability remains robust with an 18.43% net income margin.
Outlook is positive due to strategic AI investments and earnings momentum, but risks include high valuation multiples (P/E of 31.26) and competitive pressures. Analyst consensus is mixed, with 36.62% buy ratings, though the $170.73 price target suggests caution. Investors should weigh growth prospects against valuation concerns.
Union Pacific (UNP) trades at $294.24, up 0.68% with strong fundamentals including 28.85% net margins and 39.7% ROE. The stock shows bullish momentum with Q2 2026 EPS beating estimates by 4.6% and management raising full-year guidance. Technical indicators are neutral overall, with the current price near resistance at $294. Recent news highlights institutional accumulation and a 3% dividend increase announced July 29, 2026.
Outlook remains positive with analyst consensus target of $334.33 (13.6% upside) and 58.7% buy ratings. Key opportunities include service-led growth driving margin expansion, while risks involve high fuel costs and regulatory scrutiny of the Norfolk Southern merger. The company's strong cash flow generation supports continued dividend growth and capital returns.
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 →Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the U.S., UP generated roughly $22 billion of revenue in 2021 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and derives about 10% of its revenue hauling freight to and from Mexico.
Read more on UNP →