Realty Income Corp vs SAP SE — how do they compare? Realty Income Corp trades at $65.09 (market cap $60.60B), while SAP SE trades at $150.44 (market cap $181.80B). The key difference: SAP SE is far larger — about 3× Realty Income Corp's market cap, and Realty Income Corp pays the higher dividend (5%). Which is the better fit depends on your goals.
| O | SAP | |
|---|---|---|
Market Cap | $60.60B | $181.80B |
Sector | Real Estate | Technology |
52-Week High | $67.56 | $306.29 |
52-Week Low | $55.93 | $148.06 |
Enterprise Value | $90.40B | $179.31B |
Dividend Yield | 5% | 1.9% |
Signals from Pluang's Aura AI — not financial advice
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SAP trades at $154.34, down 2.96% on the day, amid bearish technical signals despite strong fundamentals. The company reported robust earnings beats in recent quarters with Q1 2026 EPS of $2.01 exceeding expectations of $1.92. Revenue growth remains solid at $36.8B for 2025, with a healthy net income margin of 19.58%. Analyst consensus remains positive with a $222.33 price target, though technical indicators show resistance near $157.
SAP presents a compelling investment case with strong profitability metrics and consistent earnings outperformance. However, near-term technical weakness and competitive pressures in the cloud software space pose risks. The stock's current discount to analyst targets offers potential upside for patient investors focused on the company's AI transformation and cloud growth trajectory.
Trailing returns across standard periods
Latest headlines on both assets
Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →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.
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