Aspen Aerogels Inc vs SAP SE — how do they compare? Aspen Aerogels Inc trades at $5.25 (market cap $427.65M), while SAP SE trades at $158 (market cap $182.93B). The key difference: SAP SE is far larger — about 427.8× Aspen Aerogels Inc's market cap, and SAP SE pays a 1.86% dividend while Aspen Aerogels Inc pays none. Which is the better fit depends on your goals.
| ASPN | SAP | |
|---|---|---|
Market Cap | $427.65M | $182.93B |
Sector | Technology | Technology |
52-Week High | $8.82 | $308.61 |
52-Week Low | $2.57 | $148.06 |
Enterprise Value | $382.60M | $180.44B |
Dividend Yield | — | 1.86% |
Signals from Pluang's Aura AI — not financial advice
ASPN trades at $5.16, down 1.53% on the day, with a bearish technical signal despite oversold RSI readings. The company reported a Q1 2026 loss of $0.28 per share, missing estimates, but revenue beat expectations. Recent news includes a 2025 Supplier of the Year award from General Motors and the staged restart of its East Providence facility. Financials show significant net losses but improving cash flow trends into 2026.
Outlook remains challenging with persistent losses and negative margins, though analyst consensus is strongly bullish (83% buy ratings). Key risks include execution on facility restarts and EV demand volatility. The stock offers high-risk growth potential if operational improvements and electrification trends accelerate profitability.
SAP trades at $157.86, down 0.38% on the day, amid a bearish technical signal but strong fundamental performance. The stock has beaten earnings expectations for three consecutive quarters, with Q2 2026 EPS expected at $2.05. Revenue grew to $36.80B in 2025, with a net income margin of 19.58%, while the company maintains robust cash flow from operations of $9.16B. Recent news highlights SAP's resolution of EU antitrust concerns and strategic focus on AI investments to drive future growth.
The outlook for SAP is positive based on solid fundamentals and analyst consensus, with a price target of $228.50 implying significant upside. However, risks include competitive pressures, execution of AI initiatives, and macroeconomic volatility. Investors should weigh the strong profitability and growth trajectory against near-term technical weakness and market sentiment shifts.
Trailing returns across standard periods
Latest headlines on both assets
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →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 →