SAP SE vs STMicroelectronics NV — how do they compare? SAP SE trades at $209.15 (market cap $243.84B), while STMicroelectronics NV trades at $51.68 (market cap $46.67B). The key difference: SAP SE is far larger — about 5.2× STMicroelectronics NV's market cap, and SAP SE pays the higher dividend (1.38%). Which is the better fit depends on your goals.
| SAP | STM | |
|---|---|---|
Market Cap | $243.84B | $46.67B |
Sector | Technology | Financials |
52-Week High | $280.46 | $79.91 |
52-Week Low | $146.38 | $21.20 |
Enterprise Value | $242.54B | $44.19B |
Dividend Yield | 1.38% | 0.69% |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $211.545, down 1.66% today, near the consensus price target of $209.67. The stock shows mixed technical signals with a neutral overall rating. Fundamentally, SAP reported strong 2025 results with revenue of $36.80B and net income of $7.16B, beating EPS estimates in two of the last three quarters. Recent news highlights AI initiatives and cloud growth, though UBS downgraded the stock on AI monetization concerns.
Outlook: SAP's robust cloud backlog and AI integration offer growth potential, but execution risks and competitive pressures pose challenges. The stock presents a balanced risk-reward profile with moderate upside to the high target of $242.
STM trades at $51.97, down 0.52% today, with a bullish technical outlook supported by moving averages and key support at $52. The company shows mixed fundamentals with a high P/E of 98.84 but strong cash flow generation of $555M in 2025. Recent news highlights AI datacenter revenue targets exceeding $2B by 2027, positioning STM for growth in industrial automation and edge AI markets.
STM faces near-term margin pressures with negative net income margin but offers significant upside to the $71.83 analyst consensus target. Key risks include execution on AI growth targets and semiconductor cycle volatility. The bullish analyst consensus (52% buy ratings) suggests confidence in the company's strategic positioning despite current profitability challenges.
Trailing returns across standard periods
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 →