Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2026 · View financials
Decision snapshot: MOH stock price vs NTAP: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at NTAP's multiple
Needs NTAP P/E.
Implied fair value · at MOH's multiple
Needs MOH P/E.
Metric by metric
Live quote
Price unavailable
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: MOH FY 2025 (ended Dec 31, 2025) · NTAP FY 2026 (ended Apr 24, 2026). Fiscal years are not aligned.
Trendline
13 fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
MOLINA HEALTHCARE, INC. · implied price per share
Bear
-$133.88
Base
-$157.51
Bull
-$181.14
NetApp, Inc. · implied price per share
Bear
$77.73
Base
$91.44
Bull
$105.16
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
0.93x
2.40x
Net debt / EBITDA
Leverage against operating earnings
-4.56x
-0.16x
Cash and equivalents
Liquid reserves on the balance sheet
$8.26B
$3.58B
Total debt
Interest-bearing obligations outstanding
$3.78B
$3.24B
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
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LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe MOH's low-margin model can sustain growth while improving operating efficiency, then buying or holding may make sense because the stock is cheaper than NTAP on every valuation metric shown and still offers 28.2% implied upside; if you do not expect a meaningful margin or ROIC improvement, the discount may be justified.
MOH trades at 21.9x P/E versus NTAP at 28.1x, and on sales and EBITDA MOH is far cheaper at 0.2x P/S and 5.9x EV/EBITDA versus NTAP's 5.6x P/S and 16.3x EV/EBITDA. The implied price of $250.74 suggests 28.2% upside from the current $195.62, but the range context shows the stock already sits inside its historical band of $176.06 to $215.18.
Supporting Metrics
Price unavailable
