Oracle (ORCL) vs SAP (SAP)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
SAP (SAP) has outperformed Oracle (ORCL) over the past year, losing 23.3% versus a loss of 53.0%. Over five years, SAP leads with a +45.4% price change compared with +42.3% for ORCL. Oracle is the larger company by market cap ($411.34 billion vs $245.15 billion), about 1.7 times the size.
On valuation, Oracle trades at a lower forward P/E (12.3x vs 21.9x for SAP). Oracle offers the higher dividend yield (1.47% vs 1.18%). Oracle converts more of its revenue into profit, with a net margin of 25.4% versus 17.1%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ORCL | SAP |
|---|---|---|
| Share price | $135.69 | $212.40 |
| Market cap | $411.34B | $245.15B |
| 1-day change | -5.48% | +1.08% |
| YTD return | -30.38% | -13.49% |
| 1-year return | -52.99% | -23.26% |
| 5-year return | +42.34% | +45.45% |
| P/E ratio (TTM) | 22.50 | 27.27 |
| Forward P/E | 12.34 | 21.93 |
| EPS (TTM) | $6.03 | $7.79 |
| Dividend yield | 1.47% | 1.18% |
| Annual dividend | $2.00 | $2.50 |
| Revenue (latest FY) | $67.36B | $28.20B |
| Revenue growth (YoY) | +17.35% | — |
| Net income (latest FY) | $17.09B | $4.83B |
| Gross margin | — | 69.95% |
| Operating margin | 30.59% | 20.79% |
| Net margin | 25.37% | 17.12% |
| 52-week high | $322.54 | $281.37 |
| 52-week low | $114.50 | $144.97 |
| Distance from 52-week high | -57.93% | -24.51% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +75.38% | +18.88% |
| Average volume | 31.74M | 2.58M |
| Shares outstanding | 3.03B | 1.15B |
| Employees | 141,000 | 112,019 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- SAP has outperformed ORCL by 29.7 percentage points over the past year.
- Oracle is more profitable, keeping 25.4 cents of every revenue dollar as net income versus 17.1 cents for SAP.
About Oracle
ORCL stock →Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide. Its Oracle cloud software as a service offering includes various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing.
Technology · Computer Software: Prepackaged Software · 141,000 employees
About SAP
SAP stock →SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide. It offers SAP Business AI; SAP S/4HANA that provides software capabilities for finance, risk and project management, procurement, manufacturing, supply chain and asset management, and research and development; SAP SuccessFactors solutions for human resources, including HR, time, payroll, talent and employee experience management, and analytics and planning; and spend management solutions that covers direct and indirect spend, travel and expense, and external workforce management.
Technology · Computer Software: Prepackaged Software · 112,019 employees
ORCL vs SAP FAQ
Which is bigger, Oracle or SAP?
Oracle (ORCL) is larger, with a market capitalization of $411.34B compared with $245.15B for SAP (SAP).
Which stock has performed better over the past year, ORCL or SAP?
SAP returned -23.26% over the past 12 months, compared with -52.99% for ORCL (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ORCL or SAP?
ORCL has the lower trailing P/E at 22.5, versus 27.3 for SAP. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Oracle or SAP?
Oracle has the higher yield at 1.47%, compared with 1.18% for SAP.
Are Oracle and SAP in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.