SAP SE vs Trade Desk Inc — how do they compare? SAP SE trades at $215.88 (market cap $238.67B), while Trade Desk Inc trades at $12.38 (market cap $5.83B). The key difference: SAP SE is far larger — about 40.9× Trade Desk Inc's market cap, and SAP SE pays a 1.38% dividend while Trade Desk Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold SAP SE for 118 Days and Trade Desk Inc for 72 Days on average.
| SAP | TTD | |
|---|---|---|
Market Cap | $238.67B | $5.83B |
Volume | 2,252,662 | 15,864,392 |
Sector | Technology | Media |
52-Week High | $280.46 | $54.13 |
52-Week Low | $146.38 | $11.92 |
Typical Hold Time | 118 Days | 72 Days |
Enterprise Value | $237.42B | $4.78B |
Dividend Yield | 1.38% | — |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $210.13, down 0.16% with a bullish technical signal from moving averages. The company reported strong Q1 2026 earnings beat but missed Q2 expectations. Revenue growth continues with 2025 revenue reaching $36.8B and net income margin of 20.41%. Analyst consensus is bullish with a $253.40 price target representing 21% upside potential. Recent news highlights AI-driven cloud revenue growth and partnership expansions.
SAP presents a compelling investment case with robust fundamentals and analyst support, though execution risks and competitive pressures remain. The stock's current valuation at 28x P/E appears justified by strong profitability and cloud transformation progress. Upside potential exists if the company can maintain its AI leadership and cloud migration momentum.
TTD trades at $12.09, up 1.43% on the day but remains under pressure with a bearish technical signal. Revenue grew to $2.90B in 2025, though net income margin slipped to 15.3%. Recent earnings show volatility, with a Q2 beat but Q1 miss. The stock faces stiff competition and slowing growth, reflected in negative cash flow trends and a workforce reduction announced in September 2026.
The outlook is cautious; while valuation ratios appear low, competitive threats from tech giants and declining growth pose significant risks. Analyst consensus is mixed with a $14.72 price target, but the stock's 68% YTD drop underscores investor skepticism. Upside depends on execution in connected TV and new verticals like healthcare ads.
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 →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 →