SAP SE vs ZIM Integrated Shipping Services Ltd — how do they compare? SAP SE trades at $209.15 (market cap $243.84B), while ZIM Integrated Shipping Services Ltd trades at $29.21 (market cap $3.63B). The key difference: SAP SE is far larger — about 67.2× ZIM Integrated Shipping Services Ltd's market cap, and ZIM Integrated Shipping Services Ltd pays the higher dividend (20.16%). Which is the better fit depends on your goals.
| SAP | ZIM | |
|---|---|---|
Market Cap | $243.84B | $3.63B |
Sector | Technology | Industrials |
52-Week High | $280.46 | $30.08 |
52-Week Low | $146.38 | $12.44 |
Enterprise Value | $242.54B | $7.30B |
Dividend Yield | 1.38% | 20.16% |
Signals from Pluang's Aura AI — not financial advice
SAP trades at $211.545, down 1.66% today, near the consensus price target of $209.67. The stock shows mixed technical signals with a neutral overall rating. Fundamentally, SAP reported strong 2025 results with revenue of $36.80B and net income of $7.16B, beating EPS estimates in two of the last three quarters. Recent news highlights AI initiatives and cloud growth, though UBS downgraded the stock on AI monetization concerns.
Outlook: SAP's robust cloud backlog and AI integration offer growth potential, but execution risks and competitive pressures pose challenges. The stock presents a balanced risk-reward profile with moderate upside to the high target of $242.
ZIM Integrated Shipping Services trades at $30.08, up 5.25% with a bullish technical signal from moving averages. The company shows mixed fundamentals with Q2 2026 earnings beating expectations but declining profitability margins year-over-year. Valuation metrics appear attractive with P/S of 0.56 and P/B of 0.93, though analyst sentiment remains divided amid merger uncertainty with Hapag-Lloyd.
The stock faces headwinds from the uncertain $4.2 billion takeover deal and declining net income margins, but strong transpacific positioning and recent earnings beats provide upside potential. Current price sits well above the $18.25 consensus target, suggesting limited near-term upside according to Wall Street analysts.
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 →ZIM is a global container liner shipping company that employs a 'global-niche' strategy, focusing on specific trade lanes where it holds a competitive advantage. Unlike larger, asset-heavy competitors, ZIM operates an agile, charter-intensive fleet, allowing it to rapidly adjust capacity to market demand while prioritizing digitalization and specialized cargo like refrigerated (reefer) goods.
Read more on ZIM →