Dell Technologies Inc vs SAP SE — how do they compare? Dell Technologies Inc trades at $584.8 (market cap $365.31B), while SAP SE trades at $214.25 (market cap $238.67B). The key difference: Dell Technologies Inc is the larger of the two by market cap, and SAP SE pays the higher dividend (1.38%). Which is the better fit depends on your goals — on Pluang, investors hold Dell Technologies Inc for 57 Days and SAP SE for 118 Days on average.
| DELL | SAP | |
|---|---|---|
Market Cap | $365.31B | $238.67B |
Volume | 5,121,365 | 2,252,662 |
Sector | Technology | Technology |
52-Week High | $588.67 | $280.46 |
52-Week Low | $111.10 | $146.38 |
Typical Hold Time | 57 Days | 118 Days |
Enterprise Value | $388.20B | $237.42B |
Dividend Yield | 0.44% | 1.38% |
Signals from Pluang's Aura AI — not financial advice
Dell Technologies (DELL) trades at $578.96, up 0.9% with strong bullish momentum driven by AI server demand. The stock shows robust technical positioning above key support levels with a P/E of 33.42 and net income margin of 7.53%. Recent earnings beats and raised AI revenue guidance to $74 billion highlight operational strength. Analyst consensus remains positive with 55.6% buy ratings and a $566.35 price target.
Dell presents compelling growth prospects from its AI server backlog expansion and margin improvements, though elevated valuation and competitive pressures warrant caution. The company's guidance increase and dividend growth signal confidence, but investors should monitor execution risks in the rapidly evolving AI infrastructure market.
SAP trades at $210.13, down slightly by 0.16% on the day. The stock shows strong fundamentals with 2025 revenue of $36.80 billion and net income of $7.16 billion, yielding a net margin of 20.41%. Recent earnings beat estimates in Q4 2025 and Q1 2026 but missed in Q2 2026. Technical indicators are bullish on moving averages, with support near $209 and resistance at $213. Analyst consensus is a buy with a $253.40 price target, implying significant upside.
Outlook remains positive driven by cloud revenue growth and AI integration, though risks include competitive pressures and execution challenges. The stock offers value with a P/E of 28.26, below the software sector average, and robust cash flow generation supports shareholder returns via buybacks.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →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 →