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).

Compare

Total return — MSTR vs NTAP

growth of $100 · last 28y
MSTR +1682.8%NTAP +3427.4%NTAP compounded faster
02k4k6k8kStart $10020032008201320182023$1,783$3,527
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 7

It depends on what you're optimizing for:

GrowthNTAP(faster 5Y revenue CAGR)
QualityNTAP(higher ROIC)

Metrics side by side

Valuation

MetricMSTRNTAP
P/E ratio24.46
Forward P/E1.9719.49
P/S ratio64.084.47
P/B ratio0.6922.91
PEG ratio1.58
EV / EBITDA16.16
FCF yield14.39%6.04%

Profitability

MetricMSTRNTAP
Gross margin68.11%70.74%
Operating margin94.21%24.12%
Net margin-2519.39%18.43%
ROE-27.08%94.45%
ROIC-6.19%19.40%

Dividends

MetricMSTRNTAP
Dividend yield1.34%
Payout ratio32.35%

Growth (annualized)

MetricMSTRNTAP
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.

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.