PulteGroup, Inc. vs SAP SE — how do they compare? PulteGroup, Inc. trades at $113.37 (market cap $21.40B), while SAP SE trades at $213.57 (market cap $243.69B). The key difference: SAP SE is far larger — about 11.4× PulteGroup, Inc.'s market cap, and SAP SE pays the higher dividend (1.39%). Which is the better fit depends on your goals — on Pluang, investors hold PulteGroup, Inc. for 91 Days and SAP SE for 118 Days on average.
| PHM | SAP | |
|---|---|---|
Market Cap | $21.40B | $243.69B |
Volume | 2,220,826 | 1,991,579 |
Sector | Consumer Cyclical | Technology |
52-Week High | $142.56 | $280.46 |
52-Week Low | $110.11 | $146.38 |
Typical Hold Time | 91 Days | 118 Days |
Enterprise Value | $21.81B | $242.43B |
Dividend Yield | 0.93% | 1.39% |
Signals from Pluang's Aura AI — not financial advice
PulteGroup (PHM) trades at $113.53, down 2.22% amid broader market weakness. The stock shows bearish technical signals with RSI at oversold levels near 19.42, while fundamentals remain solid with a P/E of 11.47 and strong profitability metrics including 14.9% ROE. Recent earnings show mixed results with Q2 2026 beating expectations but Q4 2025 and Q1 2026 missing estimates. The company maintains positive cash flow generation with $355.10M net cash flow in 2025.
PHM presents a value opportunity with attractive valuation multiples, though facing headwinds from rising mortgage rates impacting the housing sector. Analyst consensus targets $139.80 (23% upside) with 45% buy ratings, but technical indicators suggest near-term pressure. Key risks include housing market sensitivity to interest rates and margin compression from recent earnings misses.
SAP trades at $212.40, up 0.92% with a bullish technical signal. The company reported strong Q1 2026 earnings beat but missed Q2 expectations. Revenue grew to $36.8B in 2025 with robust 20.41% net margin. Analyst consensus is bullish with $241.80 price target, though recent news shows mixed sentiment about AI execution and competitive threats.
SAP presents a compelling growth story with strong cloud revenue momentum and AI integration, though execution risks and valuation concerns remain. The stock offers 14% upside to consensus target, supported by €10B buyback program through 2027. Key risks include ERP market competition and margin pressure from cloud transition.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
PulteGroup Inc is one of the largest homebuilders in the United States, operating in 40 markets across 23 states. The company mainly builds single-family detached homes (85% of unit sales) and offers products to entry-level, move-up, and active-adult buyers. PulteGroup offers homebuyers mortgage financing and title agency services through its financial services segment. The company is headquartered in Atlanta.
Read more on PHM →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 →