SAP SE vs First Trust Cloud Computing ETF — how do they compare? SAP SE trades at $213 (market cap $238.67B), while First Trust Cloud Computing ETF trades at $171.47 (market cap $3.47B). The key difference: SAP SE is far larger — about 68.8× First Trust Cloud Computing ETF's market cap, and SAP SE pays a 1.38% dividend while First Trust Cloud Computing ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold SAP SE for 118 Days and First Trust Cloud Computing ETF for 84 Days on average.
| SAP | SKYY | |
|---|---|---|
Market Cap | $238.67B | $3.47B |
Volume | 2,252,662 | 176,159 |
Sector | Technology | — |
52-Week High | $280.46 | $171.01 |
52-Week Low | $146.38 | $104.16 |
Typical Hold Time | 118 Days | 84 Days |
Enterprise Value | $237.42B | — |
Dividend Yield | 1.38% | — |
Signals from Pluang's Aura AI — not financial advice
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.
SKYY, the First Trust Cloud Computing ETF, trades at $170.78, down 0.13% on the day but near its 52-week high. Technical indicators show a bullish trend with strong moving average support, while oscillators are neutral. The fund provides diversified exposure to the cloud computing sector, benefiting from AI adoption and digital transformation trends. Recent news highlights a new 52-week high and institutional activity, reflecting positive momentum.
The outlook for SKYY is favorable, driven by secular growth in cloud infrastructure and AI demand. Key opportunities include exposure to hyperscaler capex and data center investments without heavy concentration in mega-cap tech. Risks involve sector volatility, competitive pressures, and macroeconomic sensitivity. Analyst sentiment is constructive, with the ETF positioned to capitalize on long-term technology shifts.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index is designed to track the performance of companies involved in the cloud computing industry.
Read more on SKYY →