Applovin Corporation vs SAP SE — how do they compare? Applovin Corporation trades at $319.21 (market cap $113.45B), while SAP SE trades at $209.19 (market cap $239.15B). The key difference: SAP SE is far larger — about 2.1× Applovin Corporation's market cap, and SAP SE pays a 1.4% dividend while Applovin Corporation pays none. Which is the better fit depends on your goals.
| APP | SAP | |
|---|---|---|
Market Cap | $113.45B | $239.15B |
Sector | Technology | Technology |
52-Week High | $733.60 | $287.24 |
52-Week Low | $335.67 | $146.38 |
Enterprise Value | $113.91B | $237.86B |
Dividend Yield | — | 1.4% |
Signals from Pluang's Aura AI — not financial advice
AppLovin (APP) trades at $346.80, down 3.32% amid a bearish technical outlook despite strong fundamentals. The stock faces selling pressure after Q2 revenue missed expectations, though it maintains exceptional profitability with 64.58% net margins and 53% YoY revenue growth. Analyst consensus remains bullish with an $569.60 price target, but technical indicators show 18 sell signals versus 2 buys.
The stock presents a growth-at-a-reasonable-price opportunity post-selloff, trading at 26x P/E with 80% analyst buy ratings. Key risks include execution volatility in AI-driven ad pricing and high valuation multiples. Upside depends on Q3 results meeting elevated guidance of 47% growth.
SAP trades at $206.16, up 3.36% today, with a bullish technical outlook supported by moving averages and strong support at $204. The company reported Q2 2026 revenue growth driven by cloud demand but missed EPS estimates, with net income margin at 20.41% and a P/E of 26.71. Recent news highlights AI and cloud strategy advancements, though profit guidance was trimmed.
Outlook is cautiously optimistic with a consensus price target of $209.67, offering modest upside. Risks include execution challenges in AI integration and competitive pressures. Analyst sentiment is mixed, with 53% buy ratings, but high RSI levels suggest potential near-term consolidation.
Trailing returns across standard periods
Latest headlines on both assets
AppLovin provides a software platform for mobile app developers to market, monetize, and analyze their apps. Its AI-powered tools help developers grow their business by connecting them with global advertising networks.
Read more on APP →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 →