SAP vs The Trade Desk (SAP.DE vs TTD)
SAP (SAP.DE) vs The Trade Desk (TTD) in plain English: P/E, growth, margins, debt and dividend side by side, key differences and which fits each investor profile.
SAP (SAP.DE) and The Trade Desk (TTD) compete in software and cloud. Here are SAP and The Trade Desk side by side with their real figures as of November 4, 2026: what sets them apart, which fits each kind of investor and the most common questions, without telling you whether to buy SAP or The Trade Desk.
SAP vs The Trade Desk: the figures
| Figure | SAP | The Trade Desk |
|---|---|---|
| Share price | €214.30 (November 4, 2026) | $13.23 (November 4, 2026) |
| Market cap | €247.3 billion | $6.3 billion |
| P/E (TTM) | 31.0x | 15.9x |
| Forward P/E | 25.3x | 13.0x |
| Revenue growth (quarter) | +13.2% | +3.0% |
| Net margin (TTM) | 20.4% | 13.6% |
| Net debt / EBITDA | Net cash | Net cash |
| Dividend yield | 1.19% | 0.00% |
| Beta | 0.71 | 1.04 |
SAP and The Trade Desk figures from Yahoo Finance, the same source the Fintols analysis uses, retrieved on November 4, 2026; N/A means that SAP or The Trade Desk figure is not available, and we never estimate it.
3 key differences between SAP and The Trade Desk
- Valuation: SAP trades at 31.0x its annual earnings and The Trade Desk at 15.9x; the market pays more for each dollar of SAP profit, usually because it expects more growth.
- Growth: SAP grew sales +13.2% year on year in its latest quarter, against +3.0% for The Trade Desk.
- Profitability: for every 100 of sales, SAP keeps 20.4 as net profit and The Trade Desk keeps 13.6.
SAP or The Trade Desk: which fits your profile
- If you want growth: SAP is growing faster today, so it fits better with investors who put business growth first, usually accepting a higher P/E and a bumpier ride.
- If you want income (dividends): SAP pays the higher dividend relative to its price.
- If you prefer caution: The Trade Desk has less debt relative to its profit, which usually gives more room in a bad year.
- If price is what matters most to you: The Trade Desk trades on the lower P/E; check first whether that is an opportunity or a sign of a business that grows less.
Neither SAP nor The Trade Desk wins on everything, and owning both is also an option: spreading money across several companies or an index fund reduces what rides on each one.
How SAP and The Trade Desk make money
SAP (SAP.DE)
SAP sells enterprise resource planning (ERP) software that runs companies' finance, procurement, HR and supply chains. It reports cloud revenue, now its largest and fastest-growing line, plus licenses and support for on-premise software and implementation services. Its customers are large and midsize businesses around the world. Full SAP analysis.
The Trade Desk (TTD)
The Trade Desk sells a self-service platform that ad agencies and brands use to buy digital advertising across connected TV, video, audio, mobile and the open web. It takes a fee based on the ad spend clients run through the platform, now called Kokai. The United States is its biggest market. Full The Trade Desk analysis.
Frequently asked questions: SAP vs The Trade Desk
Is SAP or The Trade Desk the better stock?
Choosing between SAP and The Trade Desk depends on what you are looking for. SAP is growing faster right now, and The Trade Desk trades on the lower P/E. Fintols does not tell you whether to buy SAP or The Trade Desk: it shows you the differences so you can decide.
Which pays a higher dividend, SAP or The Trade Desk?
As of November 4, 2026, SAP yields 1.19% and The Trade Desk pays none. Also check how much of their profit SAP and The Trade Desk pay out: if it is more than they earn, it cannot last.
Which is more expensive, SAP or The Trade Desk?
On P/E, SAP (31.0x) is more expensive than The Trade Desk (15.9x) as of November 4, 2026. A higher P/E can be justified if earnings grow faster, so compare it with each company's growth in the table.
Can I own both SAP and The Trade Desk?
Yes. Many people spread their money across several companies, such as SAP and The Trade Desk, or use index funds so they do not depend on just one. If you are starting out, decide how much you want to invest and for how long before buying SAP or The Trade Desk.
More comparisons with SAP or The Trade Desk
More companies like SAP and The Trade Desk: software and cloud stocks. Educational content about SAP and The Trade Desk, not investment advice.