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5 / 10Stock Comparison
NTAP vs PSTG vs HPE vs DELL vs IBM
Revenue, margins, valuation, and 5-year total return — side by side.
Computer Hardware
Communication Equipment
Computer Hardware
Information Technology Services
NTAP vs PSTG vs HPE vs DELL vs IBM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Computer Hardware | Computer Hardware | Communication Equipment | Computer Hardware | Information Technology Services |
| Market Cap | $22.37B | $21.99B | $39.47B | $76.89B | $216.93B |
| Revenue (TTM) | $6.71B | $3.66B | $35.79B | $113.54B | $68.91B |
| Net Income (TTM) | $1.21B | $188M | $-156M | $5.94B | $10.75B |
| Gross Margin | 70.5% | 70.4% | 30.7% | 20.0% | 59.0% |
| Operating Margin | 22.2% | 3.1% | 5.8% | 7.2% | 16.4% |
| Forward P/E | 14.2x | 29.2x | 12.3x | 23.1x | 18.6x |
| Total Debt | $3.49B | $216M | $22.36B | $31.50B | $67.15B |
| Cash & Equiv. | $2.74B | $855M | $5.77B | $11.53B | $13.64B |
NTAP vs PSTG vs HPE vs DELL vs IBM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| NetApp, Inc. (NTAP) | 100 | 253.7 | +153.7% |
| Pure Storage, Inc. (PSTG) | 100 | 335.4 | +235.4% |
| Hewlett Packard Ent… (HPE) | 100 | 296.1 | +196.1% |
| Dell Technologies I… (DELL) | 100 | 915.6 | +815.6% |
| International Busin… (IBM) | 100 | 193.6 | +93.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NTAP vs PSTG vs HPE vs DELL vs IBM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NTAP carries the broadest edge in this set and is the clearest fit for valuation efficiency.
- PEG 1.42 vs IBM's 1.50
- Lower P/E (14.2x vs 18.6x), PEG 1.42 vs 1.50
- 18.1% margin vs HPE's -0.4%
- 12.2% ROA vs HPE's -0.2%, ROIC 54.4% vs 3.5%
PSTG is the clearest fit if your priority is growth exposure.
- Rev growth 15.6%, EPS growth 51.6%, 3Y rev CAGR 10.0%
Among these 5 stocks, HPE doesn't own a clear edge in any measured category.
DELL is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 18.7% 10Y total return vs PSTG's 373.3%
- 18.8% revenue growth vs NTAP's 4.9%
- +142.7% vs IBM's -6.1%
IBM ranks third and is worth considering specifically for income & stability and sleep-well-at-night.
- Dividend streak 30 yrs, beta 1.03, yield 2.9%
- Lower volatility, beta 1.03, current ratio 0.93x
- Beta 1.03, yield 2.9%, current ratio 0.93x
- Beta 1.03 vs PSTG's 2.32
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.8% revenue growth vs NTAP's 4.9% | |
| Value | Lower P/E (14.2x vs 18.6x), PEG 1.42 vs 1.50 | |
| Quality / Margins | 18.1% margin vs HPE's -0.4% | |
| Stability / Safety | Beta 1.03 vs PSTG's 2.32 | |
| Dividends | 2.9% yield, 30-year raise streak, vs HPE's 2.0%, (2 stocks pay no dividend) | |
| Momentum (1Y) | +142.7% vs IBM's -6.1% | |
| Efficiency (ROA) | 12.2% ROA vs HPE's -0.2%, ROIC 54.4% vs 3.5% |
NTAP vs PSTG vs HPE vs DELL vs IBM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
NTAP vs PSTG vs HPE vs DELL vs IBM — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
NTAP leads in 1 of 6 categories
HPE leads 1 • PSTG leads 1 • DELL leads 1 • IBM leads 1 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
NTAP leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DELL is the larger business by revenue, generating $113.5B annually — 31.0x PSTG's $3.7B. NTAP is the more profitable business, keeping 18.1% of every revenue dollar as net income compared to HPE's -0.4%. On growth, DELL holds the edge at +40.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric |
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