EPAM Systems Inc vs SAP SE — how do they compare? EPAM Systems Inc trades at $113.91 (market cap $5.87B), while SAP SE trades at $213.09 (market cap $238.67B). The key difference: SAP SE is far larger — about 40.7× EPAM Systems Inc's market cap, and SAP SE pays a 1.38% dividend while EPAM Systems Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold EPAM Systems Inc for 37 Days and SAP SE for 118 Days on average.
| EPAM | SAP | |
|---|---|---|
Market Cap | $5.87B | $238.67B |
Volume | 847,420 | 2,252,662 |
Sector | Technology | Technology |
52-Week High | $221.40 | $280.46 |
52-Week Low | $76.04 | $146.38 |
Typical Hold Time | 37 Days | 118 Days |
Enterprise Value | $5.24B | $237.42B |
Dividend Yield | — | 1.38% |
Signals from Pluang's Aura AI — not financial advice
EPAM trades at $108.32, down 0.91% on the day, with a bearish technical signal but solid fundamentals including a P/E of 15.45 and three consecutive quarterly EPS beats. Revenue grew to $5.46B in 2025, though net income margin compressed to 6.92%. Recent news highlights AI-native revenue growth exceeding 11% and activist investor Engine Capital urging a $750M share buyback.
The stock appears undervalued with a consensus price target of $119, offering ~10% upside, but faces near-term headwinds from slower North American growth and AI disruption to legacy services. Investor sentiment is mixed, balancing strong analyst support (59% buy ratings) against technical weakness and competitive pressures.
SAP trades at $210.13, down 0.16% with a bullish technical signal from moving averages. The company reported strong Q1 2026 earnings beat but missed Q2 expectations. Revenue growth continues with 2025 revenue reaching $36.8B and net income margin of 20.41%. Analyst consensus is bullish with a $253.40 price target representing 21% upside potential. Recent news highlights AI-driven cloud revenue growth and partnership expansions.
SAP presents a compelling investment case with robust fundamentals and analyst support, though execution risks and competitive pressures remain. The stock's current valuation at 28x P/E appears justified by strong profitability and cloud transformation progress. Upside potential exists if the company can maintain its AI leadership and cloud migration momentum.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
EPAM Systems Inc provides software product development and digital platform engineering services to clients located around the world. The company services include Software Product Development, Custom Application Development, Application Testing, Enterprise Application Platforms, Application Maintenance, and Support and Infrastructure Management. The company focuses on innovative and scalable software solutions. The company uses industry standard and custom developed technology, tools, and platforms to deliver results to handle business challenges. The company primarily offers its solutions in the following industries: financial services, travel and consumer, software and hi-tech, life sciences and healthcare. The majority of revenue is generated from North American clients.
Read more on EPAM →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 →