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. It operates through two segments, Hybrid Cloud and Public Cloud.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (18 analysts).
| Parameter | BaseValue |
|---|---|
Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $171.83 Implied EV: $32.81B |
What growth rate is the market pricing in at $160?
The market implies +10.1% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +4.9%, reflecting heavy growth investment.
Wide moat with strength across all dimensions. ROIC Consistency is the standout factor.
"Market is pessimistic — investigate whether fears are temporary or structural"
Near fair value with balanced sentiment — no strong signal in either direction
