Norwegian Cruise Line Holdings Ltd vs SAP SE — how do they compare? Norwegian Cruise Line Holdings Ltd trades at $15.58 (market cap $7.11B), while SAP SE trades at $214.86 (market cap $238.67B). The key difference: SAP SE is far larger — about 33.6× Norwegian Cruise Line Holdings Ltd's market cap, and SAP SE pays a 1.38% dividend while Norwegian Cruise Line Holdings Ltd pays none. Which is the better fit depends on your goals — on Pluang, investors hold Norwegian Cruise Line Holdings Ltd for 68 Days and SAP SE for 118 Days on average.
| NCLH | SAP | |
|---|---|---|
Market Cap | $7.11B | $238.67B |
Volume | 22,683,268 | 2,252,662 |
Sector | Consumer Cyclical | Technology |
52-Week High | $25.02 | $280.46 |
52-Week Low | $14.12 | $146.38 |
Typical Hold Time | 68 Days | 118 Days |
Enterprise Value | $21.93B | $237.42B |
Dividend Yield | — | 1.38% |
Signals from Pluang's Aura AI — not financial advice
NCLH trades at $15.57, up 3.46% today, with a bullish technical signal and strong recent earnings beats. The company reported Q2 2026 EPS of $0.48, beating expectations, and expects Q3 results to exceed guidance. Valuation metrics appear attractive with a P/E of 9.39 and P/S of 0.75. Revenue has grown from $4.8B in 2022 to $9.83B in 2025, though net income margin declined to 4.3% from 9.6% in 2024.
The outlook is mixed: analyst consensus is bullish with a $20.86 price target, but the company faces yield pressure and high debt levels. Investment opportunity lies in continued operational recovery and compelling valuation, while risks include Caribbean pricing pressure and significant leverage that could constrain financial flexibility.
SAP trades at $214.78, up 2.21% today, with a bullish technical signal and strong analyst consensus. Revenue grew to $36.80B in 2025, with net income of $7.16B and a robust 20.41% net margin. Recent earnings show mixed results, beating in Q4 2025 and Q1 2026 but missing in Q2 2026. The stock is supported by solid cash flow from operations of $9.16B and a healthy balance sheet with $11.24B in cash.
Outlook is positive with a consensus price target of $253.40, implying 18% upside. Risks include competitive pressures from AI-native startups and execution challenges in cloud margin expansion. Institutional sentiment remains bullish, with 51% of analysts rating it a buy, though near-term volatility may persist amid market hesitancy on 2027 projections.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Norwegian Cruise Line is the world's third-largest cruise company by berths (at more than 62,000), operating 29 ships across three brands (Norwegian, Oceania, and Regent Seven Seas), offering both freestyle and luxury cruising. The company has redeployed its entire fleet as of May 2022. With eight passenger vessels on order among its brands through 2027 (representing 20,000 incremental berths), Norwegian is increasing capacity faster than its peers, expanding its brand globally. Norwegian sailed to around 500 global destinations before the pandemic.
Read more on NCLH →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 →