SAP SE vs Workday Inc — how do they compare? SAP SE trades at $214.86 (market cap $238.67B), while Workday Inc trades at $186.7 (market cap $45.26B). The key difference: SAP SE is far larger — about 5.3× Workday Inc's market cap, and SAP SE pays a 1.38% dividend while Workday Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold SAP SE for 118 Days and Workday Inc for 38 Days on average.
| SAP | WDAY | |
|---|---|---|
Market Cap | $238.67B | $45.26B |
Volume | 2,252,662 | 2,342,190 |
Sector | Technology | Technology |
52-Week High | $280.46 | $245.67 |
52-Week Low | $146.38 | $112.55 |
Typical Hold Time | 118 Days | 38 Days |
Enterprise Value | $237.42B | $45.63B |
Dividend Yield | 1.38% | — |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $214.78, up 2.21% today, with a bullish technical signal and strong analyst consensus. Revenue grew to $36.80B in 2025, with net income of $7.16B and a robust 20.41% net margin. Recent earnings show mixed results, beating in Q4 2025 and Q1 2026 but missing in Q2 2026. The stock is supported by solid cash flow from operations of $9.16B and a healthy balance sheet with $11.24B in cash.
Outlook is positive with a consensus price target of $253.40, implying 18% upside. Risks include competitive pressures from AI-native startups and execution challenges in cloud margin expansion. Institutional sentiment remains bullish, with 51% of analysts rating it a buy, though near-term volatility may persist amid market hesitancy on 2027 projections.
Workday (WDAY) trades at $186.59, up 1.26% on the day, with a neutral technical signal and key support at $185. The company reported strong earnings beats in recent quarters, with Q3 2026 EPS expected at $2.74. Revenue grew to $8.45B in 2025, and net income margin improved to 12.32%. Recent news includes expansion into the UAE and AI product launches, alongside a 2.5% headcount reduction for strategic realignment.
WDAY presents a mixed outlook: analyst consensus is a Buy with a $202.92 price target, signaling upside potential driven by AI integration and revenue growth. However, risks include execution challenges from restructuring, competitive pressures, and a high P/E ratio of 38.25. Investors should weigh strong fundamentals against near-term volatility and macroeconomic headwinds.
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 →Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California. Founded in 2005, Workday now employs over 12,000 employees.
Read more on WDAY →