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NTRS vs. NTAP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NTRS and NTAP is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

NTRS vs. NTAP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Northern Trust Corporation (NTRS) and NetApp, Inc. (NTAP). The values are adjusted to include any dividend payments, if applicable.

2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%December2025FebruaryMarchAprilMay
1,373.49%
9,749.81%
NTRS
NTAP

Key characteristics

Sharpe Ratio

NTRS:

0.76

NTAP:

-0.33

Sortino Ratio

NTRS:

1.25

NTAP:

-0.15

Omega Ratio

NTRS:

1.17

NTAP:

0.98

Calmar Ratio

NTRS:

0.63

NTAP:

-0.25

Martin Ratio

NTRS:

2.81

NTAP:

-0.66

Ulcer Index

NTRS:

7.81%

NTAP:

16.49%

Daily Std Dev

NTRS:

28.09%

NTAP:

37.38%

Max Drawdown

NTRS:

-67.67%

NTAP:

-96.21%

Current Drawdown

NTRS:

-16.27%

NTAP:

-28.78%

Fundamentals

Market Cap

NTRS:

$18.90B

NTAP:

$19.21B

EPS

NTRS:

$10.71

NTAP:

$5.40

PE Ratio

NTRS:

9.07

NTAP:

17.24

PEG Ratio

NTRS:

60.80

NTAP:

1.32

PS Ratio

NTRS:

2.21

NTAP:

2.95

PB Ratio

NTRS:

1.58

NTAP:

19.15

Total Revenue (TTM)

NTRS:

$11.49B

NTAP:

$4.84B

Gross Profit (TTM)

NTRS:

$10.00B

NTAP:

$3.42B

EBITDA (TTM)

NTRS:

$2.97B

NTAP:

$1.25B

Returns By Period

In the year-to-date period, NTRS achieves a -1.26% return, which is significantly higher than NTAP's -17.75% return. Over the past 10 years, NTRS has underperformed NTAP with an annualized return of 5.75%, while NTAP has yielded a comparatively higher 13.36% annualized return.


NTRS

YTD

-1.26%

1M

18.91%

6M

-3.18%

1Y

21.12%

5Y*

9.14%

10Y*

5.75%

NTAP

YTD

-17.75%

1M

24.03%

6M

-22.27%

1Y

-12.07%

5Y*

19.24%

10Y*

13.36%

*Annualized

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Risk-Adjusted Performance

NTRS vs. NTAP — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NTRS
The Risk-Adjusted Performance Rank of NTRS is 7676
Overall Rank
The Sharpe Ratio Rank of NTRS is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of NTRS is 7272
Sortino Ratio Rank
The Omega Ratio Rank of NTRS is 7272
Omega Ratio Rank
The Calmar Ratio Rank of NTRS is 7777
Calmar Ratio Rank
The Martin Ratio Rank of NTRS is 7979
Martin Ratio Rank

NTAP
The Risk-Adjusted Performance Rank of NTAP is 3535
Overall Rank
The Sharpe Ratio Rank of NTAP is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of NTAP is 3333
Sortino Ratio Rank
The Omega Ratio Rank of NTAP is 3232
Omega Ratio Rank
The Calmar Ratio Rank of NTAP is 3636
Calmar Ratio Rank
The Martin Ratio Rank of NTAP is 3838
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NTRS vs. NTAP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Northern Trust Corporation (NTRS) and NetApp, Inc. (NTAP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current NTRS Sharpe Ratio is 0.76, which is higher than the NTAP Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of NTRS and NTAP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50December2025FebruaryMarchAprilMay
0.76
-0.33
NTRS
NTAP

Dividends

NTRS vs. NTAP - Dividend Comparison

NTRS's dividend yield for the trailing twelve months is around 2.99%, more than NTAP's 2.20% yield.


TTM20242023202220212020201920182017201620152014
NTRS
Northern Trust Corporation
2.99%2.93%3.56%3.28%2.34%3.01%2.45%2.32%1.60%1.66%1.96%1.93%
NTAP
NetApp, Inc.
2.20%1.76%2.27%3.33%2.13%2.90%2.83%2.01%1.41%2.10%2.60%1.52%

Drawdowns

NTRS vs. NTAP - Drawdown Comparison

The maximum NTRS drawdown since its inception was -67.67%, smaller than the maximum NTAP drawdown of -96.21%. Use the drawdown chart below to compare losses from any high point for NTRS and NTAP. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-16.27%
-28.78%
NTRS
NTAP

Volatility

NTRS vs. NTAP - Volatility Comparison

The current volatility for Northern Trust Corporation (NTRS) is 13.18%, while NetApp, Inc. (NTAP) has a volatility of 14.42%. This indicates that NTRS experiences smaller price fluctuations and is considered to be less risky than NTAP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
13.18%
14.42%
NTRS
NTAP

Financials

NTRS vs. NTAP - Financials Comparison

This section allows you to compare key financial metrics between Northern Trust Corporation and NetApp, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B2.00B3.00B4.00B5.00B20212022202320242025
3.51B
1.64B
(NTRS) Total Revenue
(NTAP) Total Revenue
Values in USD except per share items

NTRS vs. NTAP - Profitability Comparison

The chart below illustrates the profitability comparison between Northern Trust Corporation and NetApp, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%100.0%20212022202320242025
55.2%
69.8%
(NTRS) Gross Margin
(NTAP) Gross Margin
NTRS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Northern Trust Corporation reported a gross profit of 1.94B and revenue of 3.51B. Therefore, the gross margin over that period was 55.2%.

NTAP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NetApp, Inc. reported a gross profit of 1.15B and revenue of 1.64B. Therefore, the gross margin over that period was 69.8%.

NTRS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Northern Trust Corporation reported an operating income of 521.40M and revenue of 3.51B, resulting in an operating margin of 14.8%.

NTAP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NetApp, Inc. reported an operating income of 362.00M and revenue of 1.64B, resulting in an operating margin of 22.1%.

NTRS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Northern Trust Corporation reported a net income of 392.00M and revenue of 3.51B, resulting in a net margin of 11.2%.

NTAP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NetApp, Inc. reported a net income of 299.00M and revenue of 1.64B, resulting in a net margin of 18.2%.