Fortinet Inc vs SAP SE — how do they compare? Fortinet Inc trades at $194.55 (market cap $138.75B), while SAP SE trades at $214.86 (market cap $238.67B). The key difference: SAP SE is the larger of the two by market cap, and SAP SE pays a 1.38% dividend while Fortinet Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fortinet Inc for 72 Days and SAP SE for 118 Days on average.
| FTNT | SAP | |
|---|---|---|
Market Cap | $138.75B | $238.67B |
Volume | 2,956,908 | 2,252,662 |
Sector | Technology | Technology |
52-Week High | $191.27 | $280.46 |
52-Week Low | $75.23 | $146.38 |
Typical Hold Time | 72 Days | 118 Days |
Enterprise Value | $135.17B | $237.42B |
Dividend Yield | — | 1.38% |
Signals from Pluang's Aura AI — not financial advice
Fortinet (FTNT) trades at $194.75, up 2.89% today and near its 52-week high of $203. The stock shows strong bullish momentum with consistent earnings beats (Q1-Q2 2026) and robust revenue growth from $4.4B in 2022 to $6.8B in 2025. Technical indicators signal bullish moving averages but overbought RSI levels. The company maintains exceptional profitability with 80.2% gross margins and 28.17% net income margins, though valuation multiples remain elevated with P/E at 66.82.
Outlook remains positive driven by cybersecurity demand and AI security tailwinds, with 2026 revenue guidance of $7.5B. Key risks include high valuation sensitivity and competitive pressures. Analyst consensus is mixed (42% Buy, 49% Hold) with $158.64 price target below current levels, suggesting cautious optimism amid strong fundamentals.
SAP trades at $214.26, up 1.97% today, with a bullish technical signal from moving averages and a consensus analyst price target of $253.40. The company reported strong Q1 2026 earnings beat with EPS of $2.01, though Q2 2026 missed expectations. Revenue growth is robust, reaching $36.80B in 2025, with a net income margin of 20.41%. Recent news highlights AI-driven cloud revenue growth and partnerships, supporting positive sentiment.
Outlook remains positive with cloud and AI initiatives driving growth, but risks include competitive pressures and execution challenges. Analysts are predominantly bullish (51.16% buy ratings), seeing upside to the price target. Investors should monitor quarterly earnings consistency and margin trends amid industry volatility.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Fortinet is a cybersecurity vendor that sells products, support, and services to small and midsize businesses, enterprises, and government entities. Its products include unified threat management appliances, firewalls, network security, and its security platform, Security Fabric. Services revenue is primarily from FortiGuard security subscriptions and FortiCare technical support. At the end of 2021, products were 38% of revenue and services were 62% of sales. The California-based company sells products worldwide.
Read more on FTNT →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 →