KLA Corp. vs SAP SE — how do they compare? KLA Corp. trades at $196.5 (market cap $256.72B), while SAP SE trades at $215.13 (market cap $238.67B). The key difference: KLA Corp. and SAP SE are close in size by market cap, and SAP SE pays the higher dividend (1.38%). Which is the better fit depends on your goals — on Pluang, investors hold KLA Corp. for 60 Days and SAP SE for 118 Days on average.
| KLAC | SAP | |
|---|---|---|
Market Cap | $256.72B | $238.67B |
Volume | 9,970,753 | 2,252,662 |
Sector | Technology | Technology |
52-Week High | $301.71 | $280.46 |
52-Week Low | $98.28 | $146.38 |
Typical Hold Time | 60 Days | 118 Days |
Enterprise Value | $257.97B | $237.42B |
Dividend Yield | 0.47% | 1.38% |
Signals from Pluang's Aura AI — not financial advice
KLA Corporation (KLAC) trades at $195.89, down 0.48% on the day, with a bullish technical outlook supported by moving averages and a consensus analyst price target of $223.88. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $1.05 exceeding the $1.00 estimate, and maintains robust profitability with a net income margin of 35.57%. Revenue growth is supported by a $12.57 billion backlog driven by AI and advanced packaging demand, as highlighted in recent news.
The stock presents a compelling growth opportunity given its leadership in semiconductor process control and positive analyst sentiment, but elevated valuation ratios like a P/E of 53.75 pose risks if growth slows. Competition with Applied Materials and ASML, along with cyclical semiconductor industry exposure, requires monitoring. Institutional ownership trends and insider sales, such as CEO Richard Wallace's September 2026 transaction, add layers to the investment case.
SAP trades at $214.26, up 1.97% today, with a bullish technical signal from moving averages and a consensus analyst price target of $253.40. The company reported strong Q1 2026 earnings beat with EPS of $2.01, though Q2 2026 missed expectations. Revenue growth is robust, reaching $36.80B in 2025, with a net income margin of 20.41%. Recent news highlights AI-driven cloud revenue growth and partnerships, supporting positive sentiment.
Outlook remains positive with cloud and AI initiatives driving growth, but risks include competitive pressures and execution challenges. Analysts are predominantly bullish (51.16% buy ratings), seeing upside to the price target. Investors should monitor quarterly earnings consistency and margin trends amid industry volatility.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
KLA designs and manufactures yield-management and process-monitoring diagnostic and control systems for the semiconductor manufacturing industry. The systems are used to analyze the manufacturing process at various steps in a semiconductor's development. The firm's laser-scanning products are used for wafer qualification, process monitoring, and equipment monitoring. KLA also provides inspection tools and systems for optical metrology and e-beam metrology.
Read more on KLAC →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 →