SAP SE vs Ulta Beauty Inc — how do they compare? SAP SE trades at $214.17 (market cap $238.67B), while Ulta Beauty Inc trades at $563.56 (market cap $24.12B). The key difference: SAP SE is far larger — about 9.9× Ulta Beauty Inc's market cap, and SAP SE pays a 1.38% dividend while Ulta Beauty Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold SAP SE for 118 Days and Ulta Beauty Inc for 92 Days on average.
| SAP | ULTA | |
|---|---|---|
Market Cap | $238.67B | $24.12B |
Volume | 2,252,662 | 457,598 |
Sector | Technology | Consumer Cyclical |
52-Week High | $280.46 | $706.82 |
52-Week Low | $146.38 | $450.75 |
Typical Hold Time | 118 Days | 92 Days |
Enterprise Value | $237.42B | $26.43B |
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.
ULTA stock trades at $545.48, down 0.33% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported strong Q2 2026 earnings that beat estimates and raised its 2026 outlook, driven by e-commerce growth. Key financials show robust profitability with a 9.34% net income margin and 46.12% ROE, though revenue growth has moderated recently. Analyst sentiment is positive with a consensus price target of $624.93, implying potential upside from current levels.
The outlook for ULTA is favorable, supported by raised guidance and strategic initiatives in omnichannel and wellness categories. Investment opportunities include valuation expansion if execution meets raised expectations. Key risks include margin pressure from promotions, flat store traffic, and competitive pressures in the beauty retail space that could challenge future earnings growth.
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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 →With more than 1,300 stores and a partnership with Target, Ulta Beauty is the largest specialized beauty retailer in the U.S. The firm offers makeup (43% of 2021 sales), fragrances, skin care, and hair care products (20% of 2021 sales), and bath and body items. Ulta offers private-label products and merchandise from more than 500 vendors. It also offers salon services, including hair, makeup, skin, and brow services, in all stores. Most Ulta stores are approximately 10,000 square feet and are in suburban strip centers. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.
Read more on ULTA →