SAP SE vs Zimmer Biomet Holdings Inc — how do they compare? SAP SE trades at $202.61 (market cap $240.81B), while Zimmer Biomet Holdings Inc trades at $96.21 (market cap $18.55B). The key difference: SAP SE is far larger — about 13× Zimmer Biomet Holdings Inc's market cap, and SAP SE pays the higher dividend (1.4%). Which is the better fit depends on your goals.
| SAP | ZBH | |
|---|---|---|
Market Cap | $240.81B | $18.55B |
Sector | Technology | Health |
52-Week High | $280.46 | $107.71 |
52-Week Low | $146.38 | $79.58 |
Enterprise Value | $239.52B | $25.61B |
Dividend Yield | 1.4% | 0.99% |
Signals from Pluang's Aura AI — not financial advice
SAP stock trades at $203.07, down 2.63% today, with a bullish technical signal from moving averages but bearish oscillators. The company reported strong Q2 2026 revenue growth driven by cloud demand, though it missed EPS estimates. Fundamentals show robust profitability with a 20.41% net income margin and rising cash flow from operations to $9.16B in 2025. Recent news highlights AI and cloud strategy advancements, with shares reacting positively to analyst upgrades and earnings resilience.
The outlook is cautiously optimistic, with a consensus price target of $209.67 offering modest upside. Investment opportunities lie in SAP's cloud transition and AI integration, but risks include execution challenges, margin pressure from investments, and competitive threats. The stock's valuation at a P/E of 27.16 may limit near-term gains if growth slows.
ZBH trades at $96.04, down 1.78% today, with a bullish technical signal from moving averages and a consensus analyst price target of $103.56. Recent Q2 2026 earnings beat expectations with EPS of $2.07 versus $2.01 expected, and the company raised its 2026 outlook. Revenue growth remains steady, with 2025 revenue at $8.23 billion and a net income margin of 8.56%.
The outlook is positive given earnings momentum and raised guidance, but risks include competitive pressures and debt levels, with the debt-to-asset ratio rising to 32.57% in 2025. Analyst sentiment is mixed with 40% buy ratings, offering a potential 7.8% upside to the consensus target, though investors should monitor margin trends and debt management.
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 →Zimmer Biomet designs, manufactures, and markets orthopedic reconstructive implants, as well as supplies and surgical equipment for orthopedic surgery. With the acquisitions of Centerpulse in 2003 and Biomet in 2015, Zimmer holds the leading share of the reconstructive market in the United States, Europe, and Japan. Roughly 70% of total revenue is derived from sales of large joints, another quarter comes from extremities, trauma, and related surgical products.
Read more on ZBH →