International Business Machines Corp vs SAP SE — how do they compare? International Business Machines Corp trades at $211.1 (market cap $200.20B), while SAP SE trades at $154.29 (market cap $183.83B). The key difference: International Business Machines Corp and SAP SE are close in size by market cap, and International Business Machines Corp pays the higher dividend (3.17%). Which is the better fit depends on your goals.
| IBM | SAP | |
|---|---|---|
Market Cap | $200.20B | $183.83B |
Volume | 4,481,527 | — |
Sector | Technology | Technology |
52-Week High | $329.23 | $307.27 |
52-Week Low | $211.20 | $148.06 |
Enterprise Value | $258.21B | $181.35B |
Dividend Yield | 3.17% | 1.85% |
Signals from Pluang's Aura AI — not financial advice
IBM's stock trades at $210.5, down 1.02% over the past day, amid a bearish technical signal and recent volatility following a pre-announced Q2 2026 earnings miss. The company shows strong profitability with a net income margin of 15.61% and has beaten earnings estimates in three of the last four quarters. However, negative cash flow in 2025 and a 25% stock drop on July 14, 2026, due to lowered growth guidance have heightened investor concerns. Analyst consensus remains moderately positive with a $282.47 price target, but legal investigations into the guidance cut add uncertainty.
The outlook is cautious; solid fundamentals and a high dividend yield offer value, but execution risks and slowing revenue growth pose significant headwinds. Investment opportunity hinges on IBM's ability to stabilize performance and meet future earnings expectations, while key risks include ongoing legal scrutiny and competitive pressures in the technology sector.
No Aura AI signal available yet.
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Latest headlines on both assets
International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →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 →