GSK plc vs SAP SE — how do they compare? GSK plc trades at $51.15 (market cap $102.60B), while SAP SE trades at $204.2 (market cap $240.81B). The key difference: SAP SE is far larger — about 2.3× GSK plc's market cap, and GSK plc pays the higher dividend (3.57%). Which is the better fit depends on your goals.
| GSK | SAP | |
|---|---|---|
Market Cap | $102.60B | $240.81B |
Sector | Health | Technology |
52-Week High | $61.18 | $280.46 |
52-Week Low | $38.22 | $146.38 |
Enterprise Value | $123.04B | $239.52B |
Dividend Yield | 3.57% | 1.4% |
Signals from Pluang's Aura AI — not financial advice
GSK trades at $50.27, down 3.62% today, with a bearish technical signal but strong fundamentals including a P/E of 16.02 and net income margin of 14.52%. Recent quarters show earnings beats, and the company announced a $2.52 billion cost-saving plan to boost its drug pipeline. Cash flow from operations remains robust at $7.74 billion for 2025.
The outlook is mixed: analyst consensus leans hold (55.18%) amid valuation concerns, but revenue growth and pipeline investments support long-term potential. Key risks include competitive pressures and regulatory uncertainty, as highlighted by recent news on vaccine policies. The stock offers a dividend yield with payments scheduled through 2026.
SAP trades at $204.035, down 2.16% today, with a bullish technical trend supported by moving averages but overbought RSI signals. Revenue grew to $36.8B in 2025 with a strong net income margin of 20.41%, though Q2 2026 EPS missed estimates. Recent news highlights AI and cloud momentum, with shares reacting positively to Q2 results despite profit guidance concerns.
Outlook is cautiously optimistic with a consensus price target of $209.67, offering modest upside. Risks include execution challenges in AI integration and margin pressure from rising costs. The stock presents a growth opportunity driven by cloud adoption, but investors should weigh valuation multiples against earnings consistency.
Trailing returns across standard periods
Latest headlines on both assets
In the pharmaceutical industry, GSK ranks as one of the largest firms by total sales. The company wields its might across several therapeutic classes, including respiratory, cancer, and antiviral, as well as vaccines. GSK uses joint ventures to gain additional scale in certain markets like HIV.
Read more on GSK →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 →