DELL compared with NTAP: revenue, margins and what each company keeps, and the suppliers and customers both name
Comparison · two companies, one scale
Track DELL
Watchlist prices, news filtered to it, and its next report on your desk.
Comparison · two companies, one scale
Watchlist prices, news filtered to it, and its next report on your desk.
Sign in to keep this comparison. A saved view records which companies, and which reading of them, then draws it again against a live tape whenever you open it.
Sign inTwo filed statements on one plate. Each side is drawn as a share of its own revenue, so band length reads as margin, never as company size. DELL keeps 7.8¢ of every revenue dollar to NTAP's 19.5¢. By revenue, DELL's quarter is 25.6× NTAP's, a fact this drawing states rather than draws.
Standardized lines from each company's own filing. The two quarters end 98 days apart, which this page states rather than hides: DELL May 1 '26, NTAP Jan 23 '26. The gap column is a margin difference in percentage points, never a price direction, so it takes no colour and no caret.
The shared column is the reading: companies both sides name in their own filings. DELL names 8 counterparties, NTAP names 2, and 1 appears on both lists. A shared supplier is a fact each company filed separately, not a measured dependency between the two.
+3 more