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NTAP vs WDC

NetApp, Inc. (NTAP) and Western Digital Corp (WDC) are both filed with the SEC under Computer Storage Devices. WDC is 4.5× NTAP's size by market cap ($166.6B against $37.4B); WDC trades at the higher fiscal-year P/E (90.2× against 30.0×); NTAP reports the higher net margin (20.5% against 19.8%); NTAP grew sales faster over three years (-0.7% against -20.3%); and over the past year WDC returned +461.5% against NTAP's +62.3%.

NTAPWDC
Last close$187.02$459.45
Market cap$37.4B$166.6B
P/E (FY)30.0×90.2×
P/S6.0×17.5×
EV/EBITDA19.6×59.6×
Gross margin78.5%38.8%
Operating margin26.8%24.5%
Net margin20.5%19.8%
Return on equity106.7%23.4%
Sales growth (3y)-0.7%-20.3%
EPS growth (3y)+3.1%+1.5%
Dividend yield1.1%0.0%
1-year return+62.3%+461.5%

Screener snapshot — prices as of 2026-08-28. Each side's last close is the most recent session the snapshot holds for that company, which can be an earlier one, and its 1-year return is measured to that close. Market caps struck on 2026-08-27. Last close, market cap and the 1-year return are price figures; every other row is computed over the company's latest filed fiscal year, and the two differ: NTAP FY2026 (ended 2026-04-24); WDC FY2025 (ended 2025-06-27). A return on equity past ±100% — NTAP at 106.7% — divides earnings by an average filed equity base smaller in magnitude than the earnings themselves; the two columns are not on one scale.

Who holds them, and who has traded them

NTAPWDC
Institutional holders (13F)8531,401
Insider buyers − sellers (180d)-4-5
Congressional trades disclosed (180d)01
Executive-branch officials on file — trades disclosed (180d)55

Counts only. The congressional figures count transactions dated in the trailing 180 days and disclosed in STOCK Act periodic transaction reports; amounts are filed as ranges and are never summed. The executive-branch figures count the same window of transactions, and they are scoped to one roster. The officials OGE posts for direct download. Insider buyers − sellers counts distinct people filing open-market Form 4 purchases minus distinct people filing open-market sales over the trailing 180 days, capped at ±5.

NTAP vs WDC: common questions

Is NTAP bigger than WDC?
WDC carries the larger market cap — $166.6B against $37.4B, both struck on 2026-08-27.
Which trades at a higher P/E, NTAP or WDC?
WDC, at a fiscal-year 90.2× against 30.0× for NTAP. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
How have NTAP and WDC performed over the past year?
WDC returned +461.5% and NTAP +62.3%, measured on the trailing calendar year to the last close.
How many institutions hold NTAP and WDC?
853 13F filers report a position in NTAP and 1,401 in WDC, on the latest quarter in the panel.
Are NTAP and WDC in the same industry?
Both are filed with the SEC under Computer Storage Devices, which is the classification this pairing is built on.

NTAP overview · WDC overview · NTAP institutional ownership · WDC institutional ownership · Congress and WDC · Executive branch and NTAP · Executive branch and WDC

More in Computer Storage Devices: NTAP vs STX · STX vs WDC

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Source: SPZCO — https://spzco.com/vs/ntap-vs-wdc