SAP SE vs Zeta Global Holdings Corp — how do they compare? SAP SE trades at $202.64 (market cap $240.81B), while Zeta Global Holdings Corp trades at $28.31 (market cap $7.32B). The key difference: SAP SE is far larger — about 32.9× 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 | $240.81B | $7.32B |
Sector | Technology | Technology |
52-Week High | $280.46 | $29.15 |
52-Week Low | $146.38 | $14.55 |
Enterprise Value | $239.52B | $7.20B |
Dividend Yield | 1.4% | — |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $204.035, down 2.16% today, with a bullish technical trend supported by moving averages but overbought RSI signals. Revenue grew to $36.8B in 2025 with a strong net income margin of 20.41%, though Q2 2026 EPS missed estimates. Recent news highlights AI and cloud momentum, with shares reacting positively to Q2 results despite profit guidance concerns.
Outlook is cautiously optimistic with a consensus price target of $209.67, offering modest upside. Risks include execution challenges in AI integration and margin pressure from rising costs. The stock presents a growth opportunity driven by cloud adoption, but investors should weigh valuation multiples against earnings consistency.
ZETA trades at $28.55, up 3.67% today, near its consensus price target of $30.44. The stock shows bullish technical signals with strong moving average support and resistance at $30. Fundamentally, revenue grew to $1.3B in 2025 with a gross margin of 59.48%, though net income remains negative. Recent Q2 2026 earnings beat estimates with 44% revenue growth, marking the 20th consecutive beat-and-raise quarter, driven by AI adoption and partnerships.
Outlook is positive with analyst consensus at Buy (73%) and a $30.44 target, but risks include rich valuation (P/S 4.35, EV/EBITDA 95.89) and execution challenges in integrating AI growth. Investors face volatility from high RSI levels, yet sustained earnings momentum and institutional accumulation support upside potential.
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 →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 →