SAP SE vs Zeta Global Holdings Corp — how do they compare? SAP SE trades at $207.36 (market cap $245.39B), while Zeta Global Holdings Corp trades at $30.46 (market cap $7.64B). The key difference: SAP SE is far larger — about 32.1× Zeta Global Holdings Corp's market cap, and SAP SE pays a 1.4% dividend while Zeta Global Holdings Corp pays none. Which is the better fit depends on your goals.
| SAP | ZETA | |
|---|---|---|
Market Cap | $245.39B | $7.64B |
Sector | Technology | Technology |
52-Week High | $280.46 | $32.68 |
52-Week Low | $146.38 | $14.55 |
Enterprise Value | $244.09B | $7.52B |
Dividend Yield | 1.4% | — |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $211.55, down 1.66% today, near the consensus price target of $209.67. The stock shows mixed signals with a neutral technical outlook, strong profitability margins above 20%, and recent earnings beating expectations in two of the last three quarters. Cloud revenue growth and AI initiatives are key drivers, supported by a €10 billion buyback program through 2027.
Outlook is cautiously optimistic with upside to the high target of $242, but risks include slower AI monetization and competitive pressures. Investors should weigh robust fundamentals against near-term execution challenges in a volatile software sector.
ZETA trades at $30.79, down 1.79% today but maintains strong institutional support with 75% analyst buy ratings. The stock shows bullish technical signals with consecutive earnings beats and 44% revenue growth in Q2 2026. Recent news highlights AI platform expansion and partnership opportunities driving investor optimism despite negative net margins.
Outlook remains positive with revenue growth accelerating to $1.6B projected for 2026 and consensus price target of $31.19 offering 1.3% upside. Key risks include rich valuation (P/S 4.59x) and execution challenges in competitive marketing tech space, though AI adoption and institutional inflows support bullish thesis.
Trailing returns across standard periods
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 →Zeta Global is a leading data-driven marketing technology company that provides an omnichannel AI Marketing Cloud. By leveraging a proprietary data cloud of over 2.4 billion deterministic identities, it enables enterprise brands to acquire, grow, and retain customers through predictive intelligence and automated, agentic workflows.
Read more on ZETA →