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Stock Comparison · Industry comparison · Software - Infrastructure

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

NetApp leads structurally, with valuation as the clearest single gap between the two profiles. Palantir Technologies does not offset that deficit through any equally strong structural edge elsewhere. On the market side, NetApp is in better shape — its trend is intact while Palantir Technologies's trend has broken down. That puts structure and market broadly in agreement — NetApp's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-07-05

The comparison is mainly decided in valuation, with the rest of the profile carrying less weight. NetApp, Inc. leads by 18 points on the overall comparison score.

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.
74
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
PLTR
Palantir Technologies Inc.
56
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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 94 91 Stability 42 41 Valuation 68 17 Growth 84 76 NTAP PLTR
Gap Ranking
#1 Valuation +51
#2 Growth +8
#3 Profitability +3
#4 Stability +1
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

Structure stays fairly close here, while current pricing still looks more supportive for NetApp, Inc..

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

Entry today — historical context

Where NTAP and PLTR each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY NTAP Elevated · above norm 0th 50th 100th 19 pct gap PLTR Elevated · above norm 0th 50th 100th 98th 80th
Today PLTR sits in the upper portion of its own 5-year history (80th percentile), while NTAP sits higher in its own history (98th). Within each stock's own 5-year context, PLTR is at a historically more favourable entry position than NTAP. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
On valuation, NetApp, Inc. ranks near the top of the group; Palantir Technologies Inc. sits in the weaker half.
Growth
On growth, the same pattern holds: both rank well, but NetApp, Inc. still sits higher.
Valuation — Dominant Gap
NTAP
68
PLTR
17
Gap+51in favour of NTAP

The multiple-based pricing edge comes from a forward P/E that is 46 turns lower.

What keeps the gap from being one-sided

Palantir Technologies Inc. still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

The main edge on valuation is clear, but the broader result still comes with a real counterweight.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar valuation-driven comparisons

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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.