Okta, Inc. vs SAP SE — how do they compare? Okta, Inc. trades at $226.6 (market cap $38.50B), while SAP SE trades at $214.56 (market cap $238.67B). The key difference: SAP SE is far larger — about 6.2× Okta, Inc.'s market cap, and SAP SE pays a 1.38% dividend while Okta, Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold Okta, Inc. for 44 Days and SAP SE for 118 Days on average.
| OKTA | SAP | |
|---|---|---|
Market Cap | $38.50B | $238.67B |
Volume | 2,479,621 | 2,252,662 |
Sector | Technology | Technology |
52-Week High | $220.21 | $280.46 |
52-Week Low | $62.93 | $146.38 |
Typical Hold Time | 44 Days | 118 Days |
Enterprise Value | $36.25B | $237.42B |
Dividend Yield | — | 1.38% |
Signals from Pluang's Aura AI — not financial advice
OKTA trades at $218.00, down slightly by 0.31% on the day, with a bullish technical signal from moving averages and strong quarterly earnings beats. The company reported a net income of $28 million in 2025, marking a significant turnaround from previous losses, while revenue grew to $2.61 billion. Recent news highlights its AI agent security initiatives, including the Blueprint Alliance unveiled at Oktane 2026.
Outlook remains positive with robust analyst support (73.58% buy ratings) and a consensus price target of $201.30, though high valuation ratios and overbought RSI readings pose near-term risks. Long-term growth is supported by identity management demand and AI positioning, but competition and execution challenges are key investor considerations.
SAP trades at $210.13, down slightly by 0.16% on the day. The stock shows strong fundamentals with 2025 revenue of $36.80 billion and net income of $7.16 billion, yielding a net margin of 20.41%. Recent earnings beat estimates in Q4 2025 and Q1 2026 but missed in Q2 2026. Technical indicators are bullish on moving averages, with support near $209 and resistance at $213. Analyst consensus is a buy with a $253.40 price target, implying significant upside.
Outlook remains positive driven by cloud revenue growth and AI integration, though risks include competitive pressures and execution challenges. The stock offers value with a P/E of 28.26, below the software sector average, and robust cash flow generation supports shareholder returns via buybacks.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Okta is a cloud-native security company that focuses on identity and access management. The San Francisco-based firm went public in 2017 and focuses on two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees to securely access its cloud-based and on-premises resources. The firm's customer offerings allow its clients' customers to securely access the client's applications.
Read more on OKTA →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 →