Arrow Electronics (ARW) vs NetApp (NTAP)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
NetApp (NTAP) has outperformed Arrow Electronics (ARW) over the past year, gaining 99.8% versus a gain of 94.0%. Over five years, NTAP leads with a +149.7% price change compared with +96.7% for ARW. NetApp is the larger company by market cap ($45.42 billion vs $11.69 billion), about 3.9 times the size, while Arrow Electronics is growing revenue faster (+10.5% vs +5.6%).
On valuation, Arrow Electronics trades at a lower forward P/E (9.6x vs 20.7x for NetApp). NetApp pays a dividend yielding 0.90%, while Arrow Electronics does not currently pay one. NetApp converts more of its revenue into profit, with a net margin of 20.5% versus 1.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ARW | NTAP |
|---|---|---|
| Share price | $229.59 | $231.23 |
| Market cap | $11.69B | $45.42B |
| 1-day change | -1.04% | -1.93% |
| YTD return | +110.56% | +120.16% |
| 1-year return | +94.03% | +99.82% |
| 5-year return | +96.73% | +149.70% |
| P/E ratio (TTM) | 14.68 | 32.61 |
| Forward P/E | 9.60 | 20.73 |
| EPS (TTM) | $15.64 | $7.09 |
| Dividend yield | 0.00% | 0.90% |
| Annual dividend | $0.00 | $2.08 |
| Revenue (latest FY) | $30.85B | $6.24B |
| Revenue growth (YoY) | +10.49% | +5.59% |
| Net income (latest FY) | $571.27M | $1.28B |
| Gross margin | 11.24% | 78.55% |
| Operating margin | 2.66% | 26.84% |
| Net margin | 1.85% | 20.46% |
| 52-week high | $249.43 | $238.08 |
| 52-week low | $101.79 | $93.69 |
| Distance from 52-week high | -7.95% | -2.88% |
| Analyst consensus | none | buy |
| Avg. price target upside | +2.36% | -10.89% |
| Average volume | 562.62K | 2.59M |
| Shares outstanding | 50.91M | 196.42M |
| Employees | 22,230 | 11,700 |
| Sector | Technology | Technology |
| Industry | Electronic Components | Electronic Components |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- NetApp is about 3.9 times larger than Arrow Electronics by market value ($45.42B vs $11.69B).
- NetApp trades at a higher earnings multiple (32.6x vs 14.7x trailing P/E).
- NetApp is more profitable, keeping 20.5 cents of every revenue dollar as net income versus 1.9 cents for Arrow Electronics.
About Arrow Electronics
ARW stock →Arrow Electronics, Inc. sources and engineers technology for manufacturers, service providers, and users of enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Technology · Electronic Components · 22,230 employees
About NetApp
NTAP stock →NetApp, Inc. provides a range of enterprise software, systems, and services that customers use to transform their data infrastructures in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.
Technology · Electronic Components · 11,700 employees
ARW vs NTAP FAQ
Which is bigger, Arrow Electronics or NetApp?
NetApp (NTAP) is larger, with a market capitalization of $45.42B compared with $11.69B for Arrow Electronics (ARW).
Which stock has performed better over the past year, ARW or NTAP?
NTAP returned +99.82% over the past 12 months, compared with +94.03% for ARW (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ARW or NTAP?
ARW has the lower trailing P/E at 14.7, versus 32.6 for NTAP. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Arrow Electronics or NetApp?
NetApp pays a dividend yielding 0.90%, while Arrow Electronics does not currently pay a regular dividend.
Are Arrow Electronics and NetApp in the same industry?
Yes. Both are classified in the Electronic Components industry within the Technology sector.