Strategy Inc (MSTR) vs NetApp, Inc. (NTAP)
NTAP leads on 7 of 13 compared metrics.
A side-by-side comparison of Strategy Inc and NetApp, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 25, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — MSTR vs NTAP
growth of $100 · last 28yMSTR +1682.8%NTAP +3427.4%NTAP compounded faster
MSTR NTAP
MSTR vs NTAP: by the numbers
- •NTAP is the larger company ($30.48B vs $27.96B market cap).
- •NTAP is profitable (18.43% net margin) while MSTR runs a net loss (-2519.39%).
- •NTAP grew revenue faster over the past five years (4.18% vs -0.07% CAGR).
- •NTAP pays a dividend (1.34% yield) while MSTR does not currently pay one.
Which is better, MSTR or NTAP?
Metric tally: MSTR 6 · NTAP 7It depends on what you're optimizing for:
GrowthNTAP(faster 5Y revenue CAGR)
QualityNTAP(higher ROIC)
Metrics side by side
Valuation
| Metric | MSTR | NTAP |
|---|---|---|
| P/E ratio | — | 24.46 |
| Forward P/E | 1.97● | 19.49 |
| P/S ratio | 64.08 | 4.47● |
| P/B ratio | 0.69● | 22.91 |
| PEG ratio | — | 1.58 |
| EV / EBITDA | — | 16.16 |
| FCF yield | 14.39%● | 6.04% |
Profitability
| Metric | MSTR | NTAP |
|---|---|---|
| Gross margin | 68.11% | 70.74%● |
| Operating margin | 94.21%● | 24.12% |
| Net margin | -2519.39% | 18.43%● |
| ROE | -27.08% | 94.45%● |
| ROIC | -6.19% | 19.40%● |
Dividends
| Metric | MSTR | NTAP |
|---|---|---|
| Dividend yield | — | 1.34% |
| Payout ratio | — | 32.35% |
Growth (annualized)
| Metric | MSTR | NTAP |
|---|---|---|
| Revenue CAGR (5Y) | -0.07% | 4.18%● |
| EPS CAGR (5Y) | 73.47%● | 10.39% |
| FCF CAGR (5Y) | 132.62%● | 12.50% |
| Total return CAGR (5Y) | 10.10% | 16.64%● |
Frequently asked
- Which is better, MSTR or NTAP?
- It depends on your goal. growth: NTAP (faster 5Y revenue CAGR); quality: NTAP (higher ROIC). Across all compared metrics, NTAP leads 7 to 6.
- Which has grown faster, MSTR or NTAP?
- Over the past five years, NTAP grew revenue faster — MSTR at a -0.07% CAGR versus NTAP at 4.18%.
- Does MSTR or NTAP pay a bigger dividend?
- NTAP pays a dividend (1.34% yield) while MSTR does not currently pay one.
- Is MSTR or NTAP more profitable?
- NTAP runs the higher net margin — MSTR at -2519.39% versus NTAP at 18.43%.
- Which has been the better investment, MSTR or NTAP?
- Over the past 10-year, NTAP delivered the higher annualized total return — MSTR at 18.45% versus NTAP at 23.24%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Strategy P/E ratioNetApp P/E ratioStrategy dividend yieldNetApp dividend yieldStrategy ROENetApp ROEStrategy operating marginNetApp operating marginStrategy revenue growthNetApp revenue growthStrategy free cash flowNetApp free cash flow
Strategy & NetApp appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 25, 2026.