NetApp Inc. vs SAP SE — how do they compare? NetApp Inc. trades at $237.15 (market cap $45.38B), while SAP SE trades at $214.78 (market cap $238.67B). The key difference: SAP SE is far larger — about 5.3× NetApp Inc.'s market cap, and SAP SE pays the higher dividend (1.38%). Which is the better fit depends on your goals — on Pluang, investors hold NetApp Inc. for 56 Days and SAP SE for 118 Days on average.
| NTAP | SAP | |
|---|---|---|
Market Cap | $45.38B | $238.67B |
Volume | 2,264,311 | 2,252,662 |
Sector | Technology | Technology |
52-Week High | $237.15 | $280.46 |
52-Week Low | $94.11 | $146.38 |
Typical Hold Time | 56 Days | 118 Days |
Enterprise Value | $44.34B | $237.42B |
Dividend Yield | 0.9% | 1.38% |
Signals from Pluang's Aura AI — not financial advice
NTAP trades at $231.05, down 2.03% today, with a bullish technical signal from moving averages and strong recent earnings beats. The company reported Q2 2026 EPS of $2.58, beating estimates of $2.12, and maintains robust profitability with a net margin of 19.19%. Recent news highlights strategic AI partnerships with Oracle and Supermicro, enhancing its data infrastructure offerings.
Outlook remains positive driven by AI demand and earnings momentum, though valuation multiples like a P/E of 32.63 suggest premium pricing. Risks include competitive pressures and execution of new initiatives. Analyst consensus is mixed with a $219.30 price target, below the current price, indicating potential near-term consolidation.
SAP trades at $212.40, up 1.08% today, with a bullish technical signal from moving averages and strong support at $208. The company reported robust 2025 results with revenue of $36.80B and net income of $7.16B, though Q2 2026 EPS missed expectations. Analyst consensus is a Buy with a $253.40 price target, reflecting optimism in cloud and AI initiatives.
Outlook remains positive driven by cloud revenue growth and AI integration, but risks include competitive pressures and execution challenges. The stock offers upside to consensus targets if margin expansion and deal momentum continue, though volatility may persist near-term.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
Read more on NTAP →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 →