Elastic NV vs SAP SE — how do they compare? Elastic NV trades at $62.55 (market cap $6.47B), while SAP SE trades at $160.59 (market cap $182.13B). The key difference: SAP SE is far larger — about 28.1× Elastic NV's market cap, and SAP SE pays a 1.88% dividend while Elastic NV pays none. Which is the better fit depends on your goals.
| ESTC | SAP | |
|---|---|---|
Market Cap | $6.47B | $182.13B |
Sector | Technology | Technology |
52-Week High | $94.47 | $308.61 |
52-Week Low | $43.30 | $148.06 |
Enterprise Value | $5.69B | $179.64B |
Dividend Yield | — | 1.88% |
Signals from Pluang's Aura AI — not financial advice
Elastic (ESTC) trades at $62.84, up 0.83% on the day, with a bullish technical signal from moving averages. The company shows strong profitability metrics with a 76.07% gross margin and 21.14% net margin, though current earnings show a net loss. Recent news highlights Elastic Security achieving a 100% malware protection score (Business Wire, July 15, 2026), while multiple law firm investigations create headline risk.
The outlook is mixed: analyst consensus is strongly bullish with a $73 price target and no sell ratings, but high EV/EBITDA (164.13) suggests premium valuation. Key opportunities include consistent earnings beats and leadership in security markets, while risks include ongoing legal investigations and the transition to profitability from current net losses.
SAP trades at $159.71, up 3.17% today, with a bearish technical signal despite recent earnings beats. The company shows strong fundamentals with 2025 revenue of $36.80B and net income margin of 19.58%, while analyst consensus remains bullish with a $228.50 price target. Recent news highlights EU antitrust resolution and AI-driven transformation efforts.
Outlook is mixed: solid profitability and growth support upside, but technical weakness and competitive pressures pose risks. Investment opportunity hinges on execution of AI initiatives and cloud transition, balanced against macroeconomic and sector volatility.
Trailing returns across standard periods
Latest headlines on both assets
Elastic NV provides a leading search AI platform built on Elasticsearch. Its software helps organizations find, observe, and protect data through search-powered analytics for various cloud-based applications.
Read more on ESTC →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 →