Illumina, Inc. vs SAP SE — how do they compare? Illumina, Inc. trades at $184.68 (market cap $27.94B), while SAP SE trades at $158.28 (market cap $183.83B). The key difference: SAP SE is far larger — about 6.6× Illumina, Inc.'s market cap, and SAP SE pays a 1.85% dividend while Illumina, Inc. pays none. Which is the better fit depends on your goals.
| ILMN | SAP | |
|---|---|---|
Market Cap | $27.94B | $183.83B |
Sector | Health | Technology |
52-Week High | $194.33 | $307.27 |
52-Week Low | $91.00 | $148.06 |
Enterprise Value | $29.33B | $181.35B |
Dividend Yield | — | 1.85% |
Signals from Pluang's Aura AI — not financial advice
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SAP trades at $158.40, down 0.4% today, with a neutral technical signal and bearish moving averages. The company reported strong Q1 2026 earnings of $2.01 per share, beating estimates, and maintains robust profitability with a 19.58% net income margin. Recent news highlights SAP's focus on AI investments and cost discipline, while EU antitrust concerns were resolved with concessions. Cash flow from operations remains strong at $9.16 billion for 2025, though net cash flow was negative $1.39 billion due to financing activities.
SAP presents a favorable risk-reward profile with a consensus price target of $222.33, implying significant upside. Analyst sentiment is bullish with 53.49% buy ratings. Key risks include competitive pressures in enterprise software and macroeconomic sensitivity. The stock's current valuation at a P/E of 22.38 offers a discount to growth prospects, supported by consistent earnings beats and strategic AI initiatives.
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Latest headlines on both assets
Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →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.
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