Illumina, Inc. vs SAP SE — how do they compare? Illumina, Inc. trades at $265.01 (market cap $39.95B), while SAP SE trades at $213 (market cap $238.67B). The key difference: SAP SE is far larger — about 6× Illumina, Inc.'s market cap, and SAP SE pays a 1.38% dividend while Illumina, Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold Illumina, Inc. for 83 Days and SAP SE for 118 Days on average.
| ILMN | SAP | |
|---|---|---|
Market Cap | $39.95B | $238.67B |
Volume | 3,169,503 | 2,252,662 |
Sector | Health | Technology |
52-Week High | $293.69 | $280.46 |
52-Week Low | $91.00 | $146.38 |
Typical Hold Time | 83 Days | 118 Days |
Enterprise Value | $41.31B | $237.42B |
Dividend Yield | — | 1.38% |
Signals from Pluang's Aura AI — not financial advice
Illumina (ILMN) trades at $267.76, down 2.11% on the day but remains near its 52-week high. The stock exhibits a bullish technical trend with strong moving average signals, while recent earnings beats and a significant return to profitability in 2025 highlight fundamental improvement. Positive sentiment is fueled by S&P 500 inclusion and analyst upgrades, though high valuation ratios present a risk.
The outlook is cautiously optimistic, driven by sequencing growth and AI initiatives, but investors face risks from elevated valuations, competitive pressures, and potential margin volatility. The consensus price target of $241 suggests near-term downside from current levels despite a majority of analysts maintaining a Buy rating.
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
What Pluang investors did over the last 30 days
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.
Read more on SAP →