SAP SE vs STMicroelectronics NV — how do they compare? SAP SE trades at $153.19 (market cap $183.83B), while STMicroelectronics NV trades at $65.31 (market cap $55.80B). The key difference: SAP SE is far larger — about 3.3× STMicroelectronics NV's market cap, and SAP SE pays the higher dividend (1.85%). Which is the better fit depends on your goals.
| SAP | STM | |
|---|---|---|
Market Cap | $183.83B | $55.80B |
Sector | Technology | Financials |
52-Week High | $307.27 | $79.91 |
52-Week Low | $148.06 | $21.20 |
Enterprise Value | $181.35B | $54.01B |
Dividend Yield | 1.85% | 0.58% |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $154.34, down 2.96% on the day, amid bearish technical signals despite strong fundamentals. The company reported robust earnings beats in recent quarters with Q1 2026 EPS of $2.01 exceeding expectations of $1.92. Revenue growth remains solid at $36.8B for 2025, with a healthy net income margin of 19.58%. Analyst consensus remains positive with a $222.33 price target, though technical indicators show resistance near $157.
SAP presents a compelling investment case with strong profitability metrics and consistent earnings outperformance. However, near-term technical weakness and competitive pressures in the cloud software space pose risks. The stock's current discount to analyst targets offers potential upside for patient investors focused on the company's AI transformation and cloud growth trajectory.
STM stock trades at $65.43, up 5.43% in the past 24 hours, with a bearish technical signal and mixed earnings history. The company shows declining revenue and net income margins but maintains positive cash flow from operations. Recent news highlights AI partnerships and automotive chip demand as potential growth drivers.
Outlook remains cautious due to elevated P/E ratio of 386.13 and recent earnings misses, though analyst consensus is bullish with a $72.33 price target. Key risks include semiconductor cycle volatility and execution challenges in maintaining profitability amid revenue pressures.
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 →