Price movement over the last 24 hours
AES Corp vs SAP SE — how do they compare? AES Corp trades at $14.65 (market cap $10.43B), while SAP SE trades at $157.78 (market cap $191.33B). The key difference: SAP SE is far larger — about 18.3× AES Corp's market cap, and AES Corp pays the higher dividend (4.81%). Which is the better fit depends on your goals.
| AES | SAP | |
|---|---|---|
Market Cap | $10.43B | $191.33B |
Sector | Utilities | Technology |
52-Week High | $17.28 | $311.93 |
52-Week Low | $11.07 | $148.06 |
Enterprise Value | $39.77B | $188.85B |
Dividend Yield | 4.81% | 1.8% |
Signals from Pluang's Aura AI — not financial advice
AES trades at $14.62, up 0.27% on the day, with strong fundamentals including a P/E of 7.59 and net income margin of 10.82%. Recent quarters show consistent earnings beats, while technical indicators signal bearish momentum. The company's pending $33.4 billion acquisition by a BlackRock/EQT consortium, approved by stockholders on June 26, 2026, caps near-term upside at $15 per share but provides a stable exit pathway.
The investment case hinges on the acquisition closing, offering a 2.6% gain to the $15 buyout price plus dividend yield. Risks include deal completion uncertainty and shareholder litigation. With no sell-side analysts recommending sell, the stock presents a low-risk arbitrage opportunity with defined upside and limited downside if the transaction proceeds as planned.
SAP trades at $162.77, up 0.11% with recent earnings beats driving positive momentum. The stock shows strong fundamentals with 19.58% net margins and consistent revenue growth to $36.8B in 2025. Technical indicators are mixed with bearish moving averages but neutral oscillators, while analyst consensus remains bullish with a $228.50 price target representing 40% upside potential from current levels.
SAP presents a compelling investment case with robust profitability and strategic AI investments, though near-term technical weakness and competitive pressures from Oracle's AI spending create headwinds. The company's cloud transition progress and strong cash flow generation support long-term growth prospects despite current market volatility.
Trailing returns across standard periods
Latest headlines on both assets
AES is a global power company operating across 14 countries and 4 continents. Its current generation portfolio as of year-end 2021 consists of over 31 gigawatts of generation, with the generation mix composed of renewables (43%), gas (32%), coal (23%), and oil (2%). The company has 3.5 gigawatts of generation under construction. AES has majority ownership and operates six electric utilities distributing power to 2.6 million customers.
Read more on AES →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →