Etsy Inc vs SAP SE — how do they compare? Etsy Inc trades at $74.96 (market cap $6.90B), while SAP SE trades at $214.51 (market cap $238.67B). The key difference: SAP SE is far larger — about 34.6× Etsy Inc's market cap, and SAP SE pays a 1.38% dividend while Etsy Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Etsy Inc for 67 Days and SAP SE for 118 Days on average.
| ETSY | SAP | |
|---|---|---|
Market Cap | $6.90B | $238.67B |
Volume | 2,923,867 | 2,252,662 |
Sector | Consumer Cyclical | Technology |
52-Week High | $87.03 | $280.46 |
52-Week Low | $44.05 | $146.38 |
Typical Hold Time | 67 Days | 118 Days |
Enterprise Value | $8.85B | $237.42B |
Dividend Yield | — | 1.38% |
Signals from Pluang's Aura AI — not financial advice
ETSY trades at $71.49, up 0.14% with a bearish technical signal despite recent earnings beats. The company maintains strong gross margins at 71.4% but faces declining net income margins from 10.79% in 2024 to 5.65% in 2025. Recent positive developments include AI integration initiatives and payment partnership renewals, while technical indicators show resistance near $72-$74 levels.
Wall Street maintains a bullish consensus with 53% buy ratings and $85.94 price target, representing 20% upside potential. However, negative shareholder equity and high debt levels pose significant balance sheet risks. The stock's valuation appears reasonable at 23.78 P/E, but execution on AI initiatives and margin stabilization will be critical for sustained growth.
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.
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Etsy operates a top-10 e-commerce marketplace operator in the U.S. and the U.K., with sizable operations in Germany, France, Australia, and Canada. The firm dominates an interesting niche, connecting buyers and sellers through its online market to exchange vintage and craft goods. With $13.5 billion in 2021 consolidated gross merchandise volume, the firm has cemented itself as one of the largest players in a quickly growing space, generating revenue from listing fees, commissions on sold items, advertising services, payment processing, and shipping labels. As of the end of 2021, the firm connected more than 96 million buyers and more than 7.5 million sellers on its marketplace properties: Etsy, Reverb (musical equipment), Elo7 (crafts in Brazil), and Depop (clothing resale).
Read more on ETSY →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 →