SAP SE vs Trade Desk Inc — how do they compare? SAP SE trades at $209 (market cap $239.15B), while Trade Desk Inc trades at $13.53 (market cap $6.29B). The key difference: SAP SE is far larger — about 38× Trade Desk Inc's market cap, and SAP SE pays a 1.4% dividend while Trade Desk Inc pays none. Which is the better fit depends on your goals.
| SAP | TTD | |
|---|---|---|
Market Cap | $239.15B | $6.29B |
Sector | Technology | Technology |
52-Week High | $280.46 | $55.36 |
52-Week Low | $146.38 | $13.39 |
Enterprise Value | $237.86B | $5.24B |
Dividend Yield | 1.4% | — |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $206.16, up 3.36% today, with a bullish technical outlook supported by moving averages and strong support at $204. The company reported Q2 2026 revenue growth driven by cloud demand but missed EPS estimates, with net income margin at 20.41% and a P/E of 26.71. Recent news highlights AI and cloud strategy advancements, though profit guidance was trimmed.
Outlook is cautiously optimistic with a consensus price target of $209.67, offering modest upside. Risks include execution challenges in AI integration and competitive pressures. Analyst sentiment is mixed, with 53% buy ratings, but high RSI levels suggest potential near-term consolidation.
The Trade Desk (TTD) is trading at $13.80, down 21.9% in 24 hours and near 7-year lows following disappointing Q2 earnings. Revenue grew just 3% to $715 million, missing guidance, while Q3 guidance projects a 12% decline. Technical indicators show bearish momentum with support at $13 and resistance at $15. Despite strong profitability metrics including 76.9% gross margins, recent execution gaps and advertiser pressure have triggered multiple analyst downgrades.
The outlook remains challenging with near-term revenue headwinds and competitive pressures. While valuation appears reasonable at 16.4x P/E, the stock faces significant execution risks and sentiment deterioration. Recovery depends on stabilizing advertiser relationships and reversing recent market share losses in the ad-tech sector.
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 →The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →