MetaCap

KLA (KLAC) 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 KLA (KLAC) over the past year, gaining 99.8% versus a gain of 81.5%. Over five years, KLAC leads with a +498.1% price change compared with +149.7% for NTAP. KLA is the larger company by market cap ($256.86 billion vs $46.31 billion), about 5.5 times the size.

On valuation, NetApp trades at a lower forward P/E (21.1x vs 29.4x for KLA). NetApp offers the higher dividend yield (0.88% vs 0.41%). KLA converts more of its revenue into profit, with a net margin of 35.6% versus 20.5%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

KLAC+81.45%NTAP+99.82%
+188%+79%-30%
Oct 7, 20251 yearOct 7, 2026
KLAC+503.68%NTAP+157.64%
+733%+330%-72%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

KLAC versus NTAP key metrics
MetricKLACNTAP
Share price$196.83$235.77
Market cap$256.86B$46.31B
1-day change-0.32%+3.20%
YTD return+61.99%+120.16%
1-year return+81.45%+99.82%
5-year return+498.09%+149.70%
P/E ratio (TTM)53.9332.21
Forward P/E29.3521.13
EPS (TTM)$3.65$7.32
Dividend yield0.41%0.88%
Annual dividend$0.80$2.08
Revenue (latest FY)$13.58B$6.24B
Revenue growth (YoY)+11.71%+5.59%
Net income (latest FY)$4.83B$1.28B
Gross margin61.30%78.55%
Operating margin—26.84%
Net margin35.57%20.46%
52-week high$307.37$238.08
52-week low$98.10$93.69
Distance from 52-week high-35.96%-0.97%
Analyst consensusbuybuy
Avg. price target upside+18.26%-12.60%
Average volume10.17M2.58M
Shares outstanding1.31B196.42M
Employees17,00011,700
SectorTechnologyTechnology
IndustryElectronic ComponentsElectronic 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

  • KLA is about 5.5 times larger than NetApp by market value ($256.86B vs $46.31B).
  • NTAP has outperformed KLAC by 18.4 percentage points over the past year.
  • KLA trades at a higher earnings multiple (53.9x vs 32.2x trailing P/E).
  • KLA is more profitable, keeping 35.6 cents of every revenue dollar as net income versus 20.5 cents for NetApp.
  • KLA grew revenue faster in its latest fiscal year (+11.71% vs +5.59%).

About KLA

KLAC stock →

KLA Corporation, together with its subsidiaries, provides process control and process-enabling solutions for manufacturing wafers, reticles/masks, chemicals/materials, integrated circuits (ICs), packaged ICs, and printed circuit boards. It operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection.

Technology · Electronic Components · 17,000 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

KLAC vs NTAP FAQ

Which is bigger, KLA or NetApp?

KLA (KLAC) is larger, with a market capitalization of $256.86B compared with $46.31B for NetApp (NTAP).

Which stock has performed better over the past year, KLAC or NTAP?

NTAP returned +99.82% over the past 12 months, compared with +81.45% for KLAC (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, KLAC or NTAP?

NTAP has the lower trailing P/E at 32.2, versus 53.9 for KLAC. 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, KLA or NetApp?

NetApp has the higher yield at 0.88%, compared with 0.41% for KLA.

Are KLA and NetApp in the same industry?

Yes. Both are classified in the Electronic Components industry within the Technology sector.

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