First Trust NASDAQ Cybersecurity ETF vs SAP SE — how do they compare? First Trust NASDAQ Cybersecurity ETF trades at $92.97, while SAP SE trades at $158.24 (market cap $181.79B). The key difference: SAP SE pays a 1.89% dividend while First Trust NASDAQ Cybersecurity ETF pays none, and First Trust NASDAQ Cybersecurity ETF is trading nearer its 52-week high, SAP SE nearer its low. Which is the better fit depends on your goals.
| CIBR | SAP | |
|---|---|---|
52-Week High | $94.73 | $308.61 |
52-Week Low | $60.74 | $148.06 |
Market Cap | — | $181.79B |
Sector | — | Technology |
Enterprise Value | — | $179.30B |
Dividend Yield | — | 1.89% |
Signals from Pluang's Aura AI — not financial advice
CIBR trades at $91.84, down 0.04% on the day, with a bullish technical signal from moving averages and a neutral stance from oscillators. The ETF has demonstrated strong performance, outperforming the S&P 500 by a three-to-one margin year-to-date, driven by robust cybersecurity spending trends. A dividend of $0.07 is scheduled for June 30, 2026. Recent news highlights institutional accumulation and positive momentum in the cybersecurity sector.
The outlook for CIBR is supported by growing global cybersecurity expenditures, projected to exceed $300 billion in 2026, and AI-driven demand. Risks include sector volatility and concentrated tech exposure. Analyst sentiment is positive, with recent upgrades citing reasonable valuation and secular growth, though investors should weigh high institutional interest against market cyclicality.
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
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index includes securities of companies classified as cyber security companies. The fund is non-diversified.
Read more on CIBR →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 →