Philip Morris International Inc. vs SAP SE — how do they compare? Philip Morris International Inc. trades at $199.42 (market cap $312.50B), while SAP SE trades at $213.76 (market cap $238.67B). The key difference: Philip Morris International Inc. is the larger of the two by market cap, and Philip Morris International Inc. pays the higher dividend (3.19%). Which is the better fit depends on your goals — on Pluang, investors hold Philip Morris International Inc. for 85 Days and SAP SE for 118 Days on average.
| PM | SAP | |
|---|---|---|
Market Cap | $312.50B | $238.67B |
Volume | 5,517,172 | 2,252,662 |
Sector | Consumer Staples | Technology |
52-Week High | $200.50 | $280.46 |
52-Week Low | $144.33 | $146.38 |
Typical Hold Time | 85 Days | 118 Days |
Enterprise Value | $355.62B | $237.42B |
Dividend Yield | 3.19% | 1.38% |
Signals from Pluang's Aura AI — not financial advice
Philip Morris International (PM) trades at $192.69, up 1.2% today, with a bullish technical signal and strong analyst support. Recent Q2 2026 EPS beat expectations at $2.20 vs. $2.05, and revenue growth accelerated to $40.65B in 2025. The company's smoke-free products now drive 42% of revenue, with ZYN and IQOS expansions fueling optimism. Cash flow remains robust, with 2026 operating cash flow projected at $14.3B, supporting dividend growth.
Outlook is positive given earnings momentum and smoke-free transition, but high debt ($42.17B long-term) and regulatory risks persist. The consensus price target of $212.17 implies ~10% upside, though valuation multiples are elevated versus peers. Key risks include FX volatility and slower adoption of next-gen products.
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
Philip Morris International is an international tobacco company with a product portfolio primarily consisting of cigarettes and reduced-risk products, including heat-not-burn, vapor and oral nicotine products, which are sold in markets outside the United States. The company diversified away from nicotine products with the acquisition of Vectura, a provider of innovative inhaled drug delivery solutions, in 2021.
Read more on PM →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 →