MACOM Technology vs SAP SE — how do they compare? MACOM Technology trades at $284.01 (market cap $20.99B), while SAP SE trades at $209.15 (market cap $243.84B). The key difference: SAP SE is far larger — about 11.6× MACOM Technology's market cap, and SAP SE pays a 1.38% dividend while MACOM Technology pays none. Which is the better fit depends on your goals.
| MTSI | SAP | |
|---|---|---|
Market Cap | $20.99B | $243.84B |
Sector | Technology | Technology |
52-Week High | $409.68 | $280.46 |
52-Week Low | $122.18 | $146.38 |
Enterprise Value | $20.70B | $242.54B |
Dividend Yield | — | 1.38% |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
SAP trades at $211.545, down 1.66% today, near the consensus price target of $209.67. The stock shows mixed technical signals with a neutral overall rating. Fundamentally, SAP reported strong 2025 results with revenue of $36.80B and net income of $7.16B, beating EPS estimates in two of the last three quarters. Recent news highlights AI initiatives and cloud growth, though UBS downgraded the stock on AI monetization concerns.
Outlook: SAP's robust cloud backlog and AI integration offer growth potential, but execution risks and competitive pressures pose challenges. The stock presents a balanced risk-reward profile with moderate upside to the high target of $242.
Trailing returns across standard periods
MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.
Read more on MTSI →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 →