SAP SE vs TJX Companies Inc — how do they compare? SAP SE trades at $206.98 (market cap $245.39B), while TJX Companies Inc trades at $126.94 (market cap $138.73B). The key difference: SAP SE is the larger of the two by market cap, and TJX Companies Inc pays the higher dividend (1.52%). Which is the better fit depends on your goals.
| SAP | TJX | |
|---|---|---|
Market Cap | $245.39B | $138.73B |
Sector | Technology | Consumer Cyclical |
52-Week High | $280.46 | $168.41 |
52-Week Low | $146.38 | $126.10 |
Enterprise Value | $244.09B | $147.04B |
Dividend Yield | 1.4% | 1.52% |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $211.55, down 1.66% today, near the consensus price target of $209.67. The stock shows mixed signals with a neutral technical outlook, strong profitability margins above 20%, and recent earnings beating expectations in two of the last three quarters. Cloud revenue growth and AI initiatives are key drivers, supported by a €10 billion buyback program through 2027.
Outlook is cautiously optimistic with upside to the high target of $242, but risks include slower AI monetization and competitive pressures. Investors should weigh robust fundamentals against near-term execution challenges in a volatile software sector.
TJX Companies trades at $128.91, down 2.4% on the day, with technical indicators showing bearish momentum despite strong fundamentals. The company reported consistent earnings beats in recent quarters with Q2 2026 EPS of $1.22 exceeding the $1.19 estimate. Revenue growth remains robust, climbing from $48.5B in 2022 to $56.4B in 2025, while net margins improved to 8.63%. Recent news highlights TJX's expansion plans, raising its global store target to 7,500 locations.
The investment outlook remains positive given strong analyst support (84.6% buy ratings) and a $169 consensus price target representing 31% upside. However, near-term technical weakness and valuation concerns present risks. The stock's current P/E of 23.87 appears reasonable given the company's 62% ROE and consistent execution, though competitive pressures in off-price retail warrant monitoring.
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 →TJX is a leading off-price retailer of apparel, home fashions, and other merchandise. It sells a variety of branded goods, opportunistically buying inventory from a network of over 21,000 vendors worldwide. TJX targets undercutting conventional retailers' regular prices by 20%-60%, capitalizing on a flexible merchandising network, relatively low-frills stores, and a treasure-hunt shopping experience to drive margins and inventory turnover. TJX derived 79% of fiscal 2022 revenue from the United States, with 11% from Europe (mostly the United Kingdom and Germany), 9% from Canada, and the remainder from Australia. The company operated 4,689 stores at the end of fiscal 2022 under the T.J. Maxx, T.K. Maxx, Marshalls, HomeGoods, Winners, Homesense, Winners, and Sierra banners.
Read more on TJX →