NetApp Inc. vs VNET Group Inc — how do they compare? NetApp Inc. trades at $184.74 (market cap $36.29B), while VNET Group Inc trades at $6.53 (market cap $1.86B). The key difference: NetApp Inc. is far larger — about 19.5× VNET Group Inc's market cap, and NetApp Inc. pays a 1.13% dividend while VNET Group Inc pays none. Which is the better fit depends on your goals.
| NTAP | VNET | |
|---|---|---|
Market Cap | $36.29B | $1.86B |
Sector | Technology | Technology |
52-Week High | $207.08 | $14.03 |
52-Week Low | $94.11 | $6.06 |
Enterprise Value | $35.24B | $5.42B |
Dividend Yield | 1.13% | — |
Signals from Pluang's Aura AI — not financial advice
NetApp (NTAP) trades at $189.13, up 1.91% on the day, with a bullish technical signal and strong recent earnings beats. The stock shows robust fundamentals, including a 70.63% gross margin and 19.19% net income margin, supported by record quarterly results and raised fiscal 2027 guidance. Analyst consensus is a buy with a $193.55 price target, though valuation metrics like a P/E of 26.71 indicate a premium. Recent news highlights AI-driven demand and cloud growth as key catalysts.
Outlook remains positive due to AI storage momentum and operational strength, but risks include premium valuation pressure and margin challenges. The stock offers growth potential from hybrid cloud expansion, yet investors should monitor execution against high expectations and competitive dynamics in the data infrastructure sector.
VNET trades at $6.75, up 5.97% today, amid a bearish technical signal. The company reported Q2 2026 revenue growth driven by wholesale data center demand but missed EPS estimates, with a net loss of $256.77 million in 2025. Analyst consensus is 62.5% buy, though a class action settlement and rising leverage pose risks.
Outlook is mixed: strategic cooperation with CATL and secured capacity support growth, but negative margins, high debt, and cash flow concerns challenge profitability. Investors face upside from AI infrastructure demand against balance sheet and execution risks.
Trailing returns across standard periods
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 →VNET Group, formerly 21Vianet, is a leading carrier-neutral data center services provider in China. It operates a dual-core strategy: a large-scale retail business serving over 7,000 enterprise customers and an aggressive wholesale segment (Hyperscale 2.0) designed to meet the high-density power and cooling demands of large-scale AI and cloud platforms.
Read more on VNET →