SAP SE vs Wayfair Inc — how do they compare? SAP SE trades at $214.12 (market cap $238.67B), while Wayfair Inc trades at $105.75 (market cap $14.40B). The key difference: SAP SE is far larger — about 16.6× Wayfair Inc's market cap, and SAP SE pays a 1.38% dividend while Wayfair Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold SAP SE for 118 Days and Wayfair Inc for 8 Days on average.
| SAP | W | |
|---|---|---|
Market Cap | $238.67B | $14.40B |
Volume | 2,252,662 | 2,102,856 |
Sector | Technology | Consumer Cyclical |
52-Week High | $280.46 | $119.05 |
52-Week Low | $146.38 | $57.40 |
Typical Hold Time | 118 Days | 8 Days |
Enterprise Value | $237.42B | $16.73B |
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.
Wayfair (W) trades at $104.47, down 0.93% on the day, showing mixed technical signals with a bullish moving average trend but neutral oscillators. Fundamentally, the company reported $12.46B revenue for 2025 but posted a net loss of $313M, with negative profit margins. Recent earnings show volatility, beating estimates in Q4 2025 and Q2 2026 but missing in Q1 2026. Analyst sentiment remains positive with a 54% buy rating and $114.13 consensus price target, while the company expands physically with new store openings.
The outlook for Wayfair hinges on improving profitability amid ongoing losses. Near-term catalysts include Q3 2026 earnings on November 4, 2026, where meeting the $0.785 EPS estimate could boost sentiment. Risks include high debt-to-asset ratio of 95.11% and competitive pressures in online retail. The stock offers 9.2% upside to the consensus target, but investors should monitor cash flow trends after 2026's negative net cash flow of $261M.
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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 →Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
Read more on W →