International Business Machines Corp vs SAP SE — how do they compare? International Business Machines Corp trades at $226 (market cap $213.50B), while SAP SE trades at $213 (market cap $238.67B). 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 (2.98%). Which is the better fit depends on your goals — on Pluang, investors hold International Business Machines Corp for 88 Days and SAP SE for 118 Days on average.
| IBM | SAP | |
|---|---|---|
Market Cap | $213.50B | $238.67B |
Volume | 8,908,687 | 2,252,662 |
Sector | Technology | Technology |
52-Week High | $329.23 | $280.46 |
52-Week Low | $205.77 | $146.38 |
Typical Hold Time | 88 Days | 118 Days |
Enterprise Value | $270.64B | $237.42B |
Dividend Yield | 2.98% | 1.38% |
Signals from Pluang's Aura AI — not financial advice
IBM trades at $220.51, down 0.35% with a bearish technical signal. The company reported strong Q1 2026 earnings beat but missed Q2 expectations. Revenue growth accelerated to $67.54B in 2025 with improved net margin of 15.52%. Recent news highlights IBM's AI platform expansion with self-hosted deployment options, while analyst consensus remains positive with a $256.69 price target representing 16% upside potential.
IBM presents a mixed investment case with solid fundamentals offset by technical weakness. The company's pivot to hybrid cloud and AI consulting shows promise with $5.5B in generative AI bookings, but faces execution risks amid cyclical mainframe weakness. Current valuation at 20.13 P/E appears reasonable given the 34.62% ROE, though near-term price pressure may persist until Q3 earnings clarity emerges.
SAP trades at $210.13, down 0.16% with a bullish technical signal from moving averages. The company reported strong Q1 2026 earnings beat but missed Q2 expectations. Revenue growth continues with 2025 revenue reaching $36.8B and net income margin of 20.41%. Analyst consensus is bullish with a $253.40 price target representing 21% upside potential. Recent news highlights AI-driven cloud revenue growth and partnership expansions.
SAP presents a compelling investment case with robust fundamentals and analyst support, though execution risks and competitive pressures remain. The stock's current valuation at 28x P/E appears justified by strong profitability and cloud transformation progress. Upside potential exists if the company can maintain its AI leadership and cloud migration momentum.
Trailing returns across standard periods
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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 →