Humana Inc vs SAP SE — how do they compare? Humana Inc trades at $442.01 (market cap $47.61B), while SAP SE trades at $215 (market cap $243.69B). The key difference: SAP SE is far larger — about 5.1× Humana Inc's market cap, and SAP SE pays the higher dividend (1.39%). Which is the better fit depends on your goals — on Pluang, investors hold Humana Inc for 53 Days and SAP SE for 118 Days on average.
| HUM | SAP | |
|---|---|---|
Market Cap | $47.61B | $243.69B |
Volume | 1,827,332 | 1,991,579 |
Sector | Health | Technology |
52-Week High | $409.85 | $280.46 |
52-Week Low | $163.67 | $146.38 |
Typical Hold Time | 53 Days | 118 Days |
Enterprise Value | $54.97B | $242.43B |
Dividend Yield | 0.89% | 1.39% |
Signals from Pluang's Aura AI — not financial advice
Humana (HUM) trades at $387.12, down 4.24% today, but maintains a bullish technical outlook with strong institutional support. The stock shows mixed fundamentals with revenue growth to $129.66B in 2025 but declining profit margins at 0.88%. Recent analyst upgrades, including Barclays' $515 target on September 25, 2026, highlight optimism despite ongoing Medicare Advantage plan adjustments affecting member transitions.
Investment outlook remains cautiously optimistic with a consensus price target of $432.63 offering 12% upside. Risks include margin compression, regulatory scrutiny from Medicare billing practices, and competitive pressures in managed care. The company's strong cash position of $20.44B and consistent dividend payments provide stability amid enrollment volatility.
SAP trades at $212.40, up 0.92% with a bullish technical signal. The company reported strong Q1 2026 earnings beat but missed Q2 expectations. Revenue grew to $36.8B in 2025 with robust 20.41% net margin. Analyst consensus is bullish with $241.80 price target, though recent news shows mixed sentiment about AI execution and competitive threats.
SAP presents a compelling growth story with strong cloud revenue momentum and AI integration, though execution risks and valuation concerns remain. The stock offers 14% upside to consensus target, supported by €10B buyback program through 2027. Key risks include ERP market competition and margin pressure from cloud transition.
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Humana is one of the largest private health insurers in the U.S. with a focus on administering Medicare Advantage plans. The firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from individual and group Medicare Advantage, Medicaid, and the military's Tricare program. The firm is also a leader in stand-alone prescription drug plans for seniors enrolled in traditional fee-for-service Medicare. Humana offers employer-based plans primarily for small businesses along with specialty insurance offerings such as dental, vision, and life. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
Read more on HUM →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 →