Check Point Software Technologies Ltd vs SAP SE — how do they compare? Check Point Software Technologies Ltd trades at $132.94 (market cap $13.97B), while SAP SE trades at $155.45 (market cap $181.79B). The key difference: SAP SE is far larger — about 13× Check Point Software Technologies Ltd's market cap, and SAP SE pays a 1.89% dividend while Check Point Software Technologies Ltd pays none. Which is the better fit depends on your goals.
| CHKP | SAP | |
|---|---|---|
Market Cap | $13.97B | $181.79B |
Sector | Technology | Technology |
52-Week High | $223.00 | $308.61 |
52-Week Low | $112.47 | $148.06 |
Enterprise Value | $13.17B | $179.30B |
Dividend Yield | — | 1.89% |
Signals from Pluang's Aura AI — not financial advice
CHKP trades at $134.32, up 1.99% today, with a bearish technical signal despite recent earnings beats. The stock shows strong profitability with a 38.37% net income margin and trades at a P/E of 13.82. Recent news highlights AI security partnerships and upcoming Q2 2026 earnings on July 30, 2026.
Outlook is mixed: analyst consensus targets $148.43 (10.5% upside) with 46% buy ratings, but technicals and insider sales pose risks. Key catalysts include AI integration progress and earnings results, while competition and sector volatility remain headwinds.
SAP trades at $159.97, up 1.34% today, with a neutral technical signal and strong profitability metrics including a 19.58% net income margin. The company has beaten earnings estimates for three consecutive quarters, with Q2 2026 EPS expected at $2. Recent news highlights SAP's resolution of EU antitrust concerns and strategic focus on AI investments to drive cloud growth, which now represents over 60% of revenue.
SAP presents a compelling investment case with robust fundamentals and analyst consensus pointing to significant upside, but faces risks from competitive pressures and execution challenges in its AI transition. The stock's current valuation below consensus price targets suggests potential for appreciation if cloud and AI initiatives deliver expected growth.
Trailing returns across standard periods
Latest headlines on both assets
Check Point is a global leader in cybersecurity solutions. It provides comprehensive protection against advanced cyber threats for corporate networks, cloud environments, mobile devices, and critical infrastructure.
Read more on CHKP →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 →