NetEase Inc vs SAP SE — how do they compare? NetEase Inc trades at $123.03 (market cap $76.09B), while SAP SE trades at $213 (market cap $238.67B). The key difference: SAP SE is far larger — about 3.1× NetEase Inc's market cap, and NetEase Inc pays the higher dividend (2.45%). Which is the better fit depends on your goals — on Pluang, investors hold NetEase Inc for 74 Days and SAP SE for 118 Days on average.
| NTES | SAP | |
|---|---|---|
Market Cap | $76.09B | $238.67B |
Volume | 486,447 | 2,252,662 |
Sector | Technology | Technology |
52-Week High | $152.85 | $280.46 |
52-Week Low | $109.26 | $146.38 |
Typical Hold Time | 74 Days | 118 Days |
Enterprise Value | $51.81B | $237.42B |
Dividend Yield | 2.45% | 1.38% |
Signals from Pluang's Aura AI — not financial advice
NetEase (NTES) trades at $120.61, up 1.29% with neutral technical signals and mixed earnings performance. The company maintains strong fundamentals with $112.63B revenue, 27.88% net margin, and robust cash flow. Recent Q2 2026 earnings missed expectations despite revenue growth, while analyst consensus remains strongly bullish with $168 price target representing 39% upside potential.
NTES presents compelling value with reasonable valuation multiples (P/E 16.06, EV/EBITDA 8.15) and strong profitability metrics. Key risks include earnings volatility and competitive pressures in gaming. The stock offers attractive upside based on analyst targets, supported by the company's solid balance sheet and consistent dividend growth track record.
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
NetEase, which started on an internet portal service in 1997, is a leading online services provider in China. Its key services include online/mobile games, cloud music, media, advertising, email, live streaming, online education, and e-commerce. The company develops and operates some of the China's most popular PC client and mobile games, and it partners with global leading game developers, such as Blizzard Entertainment and Mojang (a Microsoft subsidiary).
Read more on NTES →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 →