NTAP compared with DELL: revenue, margins and what each company keeps, and the suppliers and customers both name
Comparison · two companies, one scale
Track NTAP
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 inThe shared column is the reading: companies both sides name in their own filings. NTAP names 2 counterparties, DELL names 8, and 1 appears on both lists. A shared supplier is a fact each company filed separately, not a measured dependency between the two.
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Two 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. NTAP keeps 19.5¢ of every revenue dollar to DELL's 7.8¢. 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: NTAP Jan 23 '26, DELL May 1 '26. The gap column is a margin difference in percentage points, never a price direction, so it takes no colour and no caret.