Strategy Inc (MSTR) vs NetApp, Inc. (NTAP)

A side-by-side comparison of Strategy Inc and NetApp, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 20, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnMSTR vs NTAP

growth of $100 · dividends reinvested · last 10y
MSTR +535.7% (+20.3%/yr)NTAP +610.7% (+21.7%/yr)NTAP compounded faster over this window
01k2kStart $10020182020202220242026$636$711
MSTR NTAP

MSTR vs NTAP: by the numbers

  • NTAP is the larger company ($38.16B vs $34.49B market cap).
  • NTAP is profitable (18.43% net margin) while MSTR runs a net loss (-6102.96%).
  • NTAP grew revenue faster over the past five years (4.18% vs -0.34% CAGR).
  • NTAP pays a dividend (1.07% yield), while MSTR has no payments in the available dividend history.

Metrics side by side

Valuation

MetricMSTRNTAP
P/E ratioN/A30.58
Forward P/EN/A24.36
P/S ratio71.815.59
P/B ratio0.7928.65
EV / EBITDAN/A21.05
FCF yield31.65%4.83%

Profitability

MetricMSTRNTAP
Gross margin67.60%70.74%
Operating margin-8.57%24.12%
Net margin-6102.96%18.43%
ROE-67.10%94.45%
ROIC-0.07%19.23%

Dividends

MetricMSTRNTAP
Dividend yieldN/A1.07%
Payout ratioN/A32.35%

Growth (annualized)

MetricMSTRNTAP
Revenue CAGR (5Y)-0.34%4.18%
EPS CAGR (5Y)N/A14.39%
FCF CAGR (5Y)N/A12.50%
Total return CAGR (5Y)9.04%22.42%

Frequently asked

Which has grown faster, MSTR or NTAP?
Over the past five years, NTAP grew revenue faster — MSTR at a -0.34% CAGR versus NTAP at 4.18%.
Does MSTR or NTAP pay a bigger dividend?
NTAP pays a dividend (1.07% yield), while MSTR has no payments in the available dividend history.
Is MSTR or NTAP more profitable?
NTAP runs the higher net margin — MSTR at -6102.96% versus NTAP at 18.43%.
How have MSTR and NTAP total returns compared?
Over the past 10 years, MSTR delivered 20.13% and NTAP delivered 21.77% annualized total return. Past performance doesn't predict future results.

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 August 20, 2026.