SAP SE vs TransMedics Group Inc — how do they compare? SAP SE trades at $214.78 (market cap $238.67B), while TransMedics Group Inc trades at $77.87 (market cap $2.74B). The key difference: SAP SE is far larger — about 87.1× TransMedics Group Inc's market cap, and SAP SE pays a 1.38% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold SAP SE for 118 Days and TransMedics Group Inc for 24 Days on average.
| SAP | TMDX | |
|---|---|---|
Market Cap | $238.67B | $2.74B |
Volume | 2,252,662 | 949,331 |
Sector | Technology | Health |
52-Week High | $280.46 | $150.42 |
52-Week Low | $146.38 | $61.99 |
Typical Hold Time | 118 Days | 24 Days |
Enterprise Value | $237.42B | $3.13B |
Dividend Yield | 1.38% | — |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $214.78, up 2.21% today, with a bullish technical signal and strong analyst consensus. Revenue grew to $36.80B in 2025, with net income of $7.16B and a robust 20.41% net margin. Recent earnings show mixed results, beating in Q4 2025 and Q1 2026 but missing in Q2 2026. The stock is supported by solid cash flow from operations of $9.16B and a healthy balance sheet with $11.24B in cash.
Outlook is positive with a consensus price target of $253.40, implying 18% upside. Risks include competitive pressures from AI-native startups and execution challenges in cloud margin expansion. Institutional sentiment remains bullish, with 51% of analysts rating it a buy, though near-term volatility may persist amid market hesitancy on 2027 projections.
TransMedics Group (TMDX) trades at $77.87, down 3.95% on the day, amid a bearish technical signal and recent earnings misses. The company maintains strong profitability with a 22.69% net income margin and 36.28% ROE, though 2026 projections show margin compression. Analyst consensus remains bullish with a $99.75 price target, but sentiment is clouded by multiple legal investigations into fiduciary duties announced in late August and September 2026.
The stock faces near-term pressure from technical weakness and legal overhangs, but solid fundamentals and analyst conviction suggest long-term potential if execution improves. Key risks include ongoing legal scrutiny, margin pressures from heavy investment, and volatility around future earnings reports.
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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →