NTAP
NetApp, Inc.$228.67Technology · Software - Infrastructure · HBM / DRAM / NAND / 存储 · as of 2026-10-06
估值
PE TTM32.3
PE NTM (混合)21.8
Fwd PE (Yahoo +1y)20.6
PEG NTM1.95
PEG (Yahoo)2.51
EV/EBITDA20.5
EV/Rev5.8
P/S6.1
FCF yield2.6%
Fwd PE 自身分位n=1，样本不足
增长 / 质量
Revenue TTM7.4B
Rev growth (yoy q)30%
Earnings growth64%
EPS +1y vs 0y11%
Gross margin71%
Op margin27%
Net margin19%
FCF / OCF1.2B / 1.9B
Debt / Cash2.5B / 3.6B
Mkt cap / EV44.9B / 42.9B
共识 / 修正
Target mean201.1 (-12%)
Rec mean (1=StrongBuy)2.30
SB/B/H/S2/6/12/0
Analysts16
+1y EPS up/down 30d18 / 0
+1y EPS chg 90d13%
Surprise avg 4q10.1%
Next earnings2026-12-01
FY end2027-04-24
价格 / 情绪
52w high / low231.9 / 93.7
vs 52w high-1%
Ret 1m / 3m23% / 38%
RS vs SPY 1m / 3m22% / 34%
Beta1.45
Short % float5.2%
Div yield0.93%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-10-31 | 2.60 | 2.47–2.72 | 27% | 2.14 | 16/0 | 2.1B | 23% |
| +1q | 2027-01-31 | 2.37 | 2.17–2.82 | 12% | 2.20 | 15/1 | 2.0B | 15% |
| 0y | 2027-04-30 | 10.01 | 9.84–11.00 | 23% | 8.90 | 18/0 | 8.2B | 18% |
| +1y | 2028-04-30 | 11.12 | 10.55–12.72 | 11% | 9.84 | 18/0 | 8.7B | 6% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-10-31 | 2.05 | 1.88 | 8.8% |
| 2026-01-31 | 2.12 | 2.06 | 2.8% |
| 2026-04-30 | 2.43 | 2.27 | 7.2% |
| 2026-07-31 | 2.58 | 2.12 | 21.5% |
价格（1 年）与 Forward PE 快照历史
Forward PE 历史区间：每日快照累积中（目前 1 天）