SAP SE vs Zeta Global Holdings Corp — how do they compare? SAP SE trades at $153.19 (market cap $183.83B), while Zeta Global Holdings Corp trades at $21.22 (market cap $5.32B). The key difference: SAP SE is far larger — about 34.6× Zeta Global Holdings Corp's market cap, and SAP SE pays a 1.85% dividend while Zeta Global Holdings Corp pays none. Which is the better fit depends on your goals.
| SAP | ZETA | |
|---|---|---|
Market Cap | $183.83B | $5.32B |
Sector | Technology | Technology |
52-Week High | $307.27 | $25.24 |
52-Week Low | $148.06 | $14.55 |
Enterprise Value | $181.35B | $5.23B |
Dividend Yield | 1.85% | — |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $154.34, down 2.96% on the day, amid bearish technical signals despite strong fundamentals. The company reported robust earnings beats in recent quarters with Q1 2026 EPS of $2.01 exceeding expectations of $1.92. Revenue growth remains solid at $36.8B for 2025, with a healthy net income margin of 19.58%. Analyst consensus remains positive with a $222.33 price target, though technical indicators show resistance near $157.
SAP presents a compelling investment case with strong profitability metrics and consistent earnings outperformance. However, near-term technical weakness and competitive pressures in the cloud software space pose risks. The stock's current discount to analyst targets offers potential upside for patient investors focused on the company's AI transformation and cloud growth trajectory.
Zeta Global (ZETA) trades at $21.34, down 1.57% on the day, with a neutral technical signal and bullish moving averages. The company reported strong revenue growth, with Q1 2026 EPS beating estimates, but remains unprofitable with a net margin of -1.61%. Recent news highlights a strategic AI partnership with Palantir, positioning Zeta for accelerated growth in marketing technology infrastructure.
The outlook is mixed: analyst consensus is strongly bullish with a $27.50 price target, but profitability concerns and margin pressure pose risks. The stock offers growth potential through AI adoption and partnerships, yet investors must weigh execution risks against transformative opportunities in a competitive sector.
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 →