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NetApp vs Palantir Technologies: Which Stock Looks Stronger in 2026?

NetApp holds the cleaner structural position, with the lead spread across valuation and growth. Palantir Technologies still leads on growth and profitability, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The comparison is mainly decided in valuation, while growth remains the main counterforce. The overall score gap is 11 points in favour of NetApp, Inc..

INDUSTRY COMPARISON

Both operate in: Software - Infrastructure

This comparison is based on industry proximity, not on functional trajectory similarity. NTAP and PLTR share the same industry classification.

For a similarity-based comparison, see how NetApp and Palantir Technologies each position within their functional peer groups in AssetNext.

Peer-Relative Score
NTAP
NetApp, Inc.
71
Peer-Score
Signal qualityHigh
vs
PLTR
Palantir Technologies Inc.
60
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Pricing shapes this comparison more than a broad operating gap.

Dimension spread: NTAP vs PLTR Profitability 84 96 Stability 71 41 Valuation 87 9 Growth 28 100 NTAP PLTR
Gap Ranking
#1 Valuation +78
#2 Growth +72
#3 Stability +30
#4 Profitability +12
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for NTAP and PLTR Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer NTAPPLTR Relative valuation Structural strength

Palantir Technologies Inc. is cheaper, but NetApp, Inc. is still stronger.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Valuation
NetApp, Inc. ranks near the top of the group on valuation; Palantir Technologies Inc. sits in the weaker half.
Growth
The same broad pattern appears on growth: Palantir Technologies Inc. ranks near the top of the group, while NetApp, Inc. stays in the weaker half.
Valuation — Dominant Gap
NTAP
87
PLTR
9
Gap+78in favour of NTAP

The multiple-based pricing edge comes from a forward P/E that is 66 turns lower.

What keeps the gap from being one-sided

Palantir Technologies still pushes back on growth, with a 66-point revenue-growth advantage that keeps the read from becoming one-way.

What this means for the comparison

The valuation lead is clear, but pricing and growth still pull in the other direction — the result holds, but not without friction.

Explore full peer positioning in AssetNext

Break down the NTAP vs PLTR comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how NTAP and PLTR each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.