SAP SE vs United Parcel Service Inc — how do they compare? SAP SE trades at $209.15 (market cap $243.84B), while United Parcel Service Inc trades at $99.72 (market cap $85.49B). The key difference: SAP SE is far larger — about 2.9× United Parcel Service Inc's market cap, and United Parcel Service Inc pays the higher dividend (6.53%). Which is the better fit depends on your goals.
| SAP | UPS | |
|---|---|---|
Market Cap | $243.84B | $85.49B |
Sector | Technology | Industrials |
52-Week High | $280.46 | $120.00 |
52-Week Low | $146.38 | $82.58 |
Enterprise Value | $242.54B | $109.51B |
Dividend Yield | 1.38% | 6.53% |
Volume | — | 2,288,643 |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $211.545, down 1.66% today, near the consensus price target of $209.67. The stock shows mixed technical signals with a neutral overall rating. Fundamentally, SAP reported strong 2025 results with revenue of $36.80B and net income of $7.16B, beating EPS estimates in two of the last three quarters. Recent news highlights AI initiatives and cloud growth, though UBS downgraded the stock on AI monetization concerns.
Outlook: SAP's robust cloud backlog and AI integration offer growth potential, but execution risks and competitive pressures pose challenges. The stock presents a balanced risk-reward profile with moderate upside to the high target of $242.
UPS trades at $100.48, down 1.78% on the day, with technical indicators showing bearish momentum as the stock tests key support levels. Fundamentally, the company maintains solid profitability with 5.08% net margin and 29.66% ROE, though revenue has declined from $100.3B in 2022 to $88.7B in 2025. Recent strategic moves include a $2B+ global investment initiative and executive leadership restructuring announced in August 2026.
The stock presents a mixed outlook with attractive valuation (P/E 18.68, below industry average) and strong dividend yield, but faces headwinds from declining revenue trends and competitive pressures. Analyst consensus leans neutral with $117.90 price target suggesting 17% upside potential, though execution risks on the new operating model and dividend sustainability concerns warrant caution.
Trailing returns across standard periods
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 →United Parcel Service, Inc. (UPS) delivers packages and documents throughout the United States and in other countries and territories. The Company also provides global supply chain services and less-than-truckload transportation, primarily in the US UPS's business consists of integrated air and ground pick-up and delivery network
Read more on UPS →