SAP SE vs STMicroelectronics NV — how do they compare? SAP SE trades at $215.13 (market cap $238.67B), while STMicroelectronics NV trades at $52.03 (market cap $48.14B). The key difference: SAP SE is far larger — about 5× STMicroelectronics NV's market cap, and SAP SE pays the higher dividend (1.38%). Which is the better fit depends on your goals — on Pluang, investors hold SAP SE for 118 Days and STMicroelectronics NV for 64 Days on average.
| SAP | STM | |
|---|---|---|
Market Cap | $238.67B | $48.14B |
Volume | 2,252,662 | 9,776,015 |
Sector | Technology | Technology |
52-Week High | $280.46 | $79.91 |
52-Week Low | $146.38 | $21.20 |
Typical Hold Time | 118 Days | 64 Days |
Enterprise Value | $237.42B | $45.66B |
Dividend Yield | 1.38% | 0.68% |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $214.26, up 1.97% today, with a bullish technical signal from moving averages and a consensus analyst price target of $253.40. The company reported strong Q1 2026 earnings beat with EPS of $2.01, though Q2 2026 missed expectations. Revenue growth is robust, reaching $36.80B in 2025, with a net income margin of 20.41%. Recent news highlights AI-driven cloud revenue growth and partnerships, supporting positive sentiment.
Outlook remains positive with cloud and AI initiatives driving growth, but risks include competitive pressures and execution challenges. Analysts are predominantly bullish (51.16% buy ratings), seeing upside to the price target. Investors should monitor quarterly earnings consistency and margin trends amid industry volatility.
STM (STMicroelectronics) trades at $51.88, down 7.65% on the day, amid a bearish technical signal. The stock shows mixed fundamentals with a high P/E of 101.49 and negative net income margin of -0.39%, though Q2 2026 EPS beat expectations. Recent news highlights recovery in automotive and industrial demand, with AI data-center revenue projected to exceed $2 billion by 2027. Cash flow improved in 2025 with net cash flow of $555 million, while the balance sheet remains solid with total assets of $24.74 billion.
The outlook is cautiously optimistic given analyst consensus favoring Buy ratings (51.72%) and a $77.31 price target, implying significant upside. Key risks include earnings volatility, competitive pressures in semiconductors, and macroeconomic headwinds. Near-term performance hinges on execution of AI and automotive growth initiatives, with Q3 2026 earnings as a critical catalyst.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →