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SAPGF vs. BLK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SAPGF vs. BLK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SAP SE (SAPGF) and BlackRock, Inc. (BLK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SAPGF achieves a -39.04% return, which is significantly lower than BLK's -0.63% return. Over the past 10 years, SAPGF has underperformed BLK with an annualized return of 11.27%, while BLK has yielded a comparatively higher 15.01% annualized return.


SAPGF

1D
-5.08%
1M
-15.88%
YTD
-39.04%
6M
-39.09%
1Y
-47.99%
3Y*
5.19%
5Y*
4.01%
10Y*
11.27%

BLK

1D
0.16%
1M
-1.43%
YTD
-0.63%
6M
-2.27%
1Y
10.19%
3Y*
18.31%
5Y*
6.51%
10Y*
15.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SAPGF vs. BLK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SAPGF
SAP SE
-39.04%3.55%61.61%53.20%-22.21%23.04%1.55%38.81%-11.13%28.84%
BLK
BlackRock, Inc.
-0.63%6.55%29.29%17.86%-20.40%29.39%47.21%31.87%-21.59%38.20%

Correlation

The correlation between SAPGF and BLK is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.15

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (5Y)
Calculated over the trailing 5-year period

0.34

Correlation (10Y)
Calculated over the trailing 10-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Jul 17, 2007

0.24

The correlation between SAPGF and BLK shifts across timeframes, from 0.15 (1 year) to 0.34 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SAPGF:

$173.51B

BLK:

$173.54B

EPS

SAPGF:

€6.38

BLK:

$38.89

PE Ratio

SAPGF:

20.39

BLK:

27.04

PS Ratio

SAPGF:

4.08

BLK:

6.58

PB Ratio

SAPGF:

3.38

BLK:

3.06

Total Revenue (TTM)

SAPGF:

€37.34B

BLK:

$25.71B

Gross Profit (TTM)

SAPGF:

€27.33B

BLK:

$15.21B

EBITDA (TTM)

SAPGF:

€13.41B

BLK:

$9.79B

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Return for Risk

SAPGF vs. BLK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SAPGF
SAPGF Risk / Return Rank: 33
Overall Rank
SAPGF Sharpe Ratio Rank: 11
Sharpe Ratio Rank
SAPGF Sortino Ratio Rank: 33
Sortino Ratio Rank
SAPGF Omega Ratio Rank: 33
Omega Ratio Rank
SAPGF Calmar Ratio Rank: 66
Calmar Ratio Rank
SAPGF Martin Ratio Rank: 33
Martin Ratio Rank

BLK
BLK Risk / Return Rank: 5252
Overall Rank
BLK Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
BLK Sortino Ratio Rank: 4848
Sortino Ratio Rank
BLK Omega Ratio Rank: 4848
Omega Ratio Rank
BLK Calmar Ratio Rank: 5353
Calmar Ratio Rank
BLK Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SAPGF vs. BLK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SAP SE (SAPGF) and BlackRock, Inc. (BLK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SAPGFBLKDifference
Sharpe ratioReturn per unit of total volatility

-1.71

Sortino ratioReturn per unit of downside risk

-2.68

Omega ratioGain probability vs. loss probability

0.75

1.09

-0.34

Calmar ratioReturn relative to maximum drawdown

-0.92

0.46

-1.38

Martin ratioReturn relative to average drawdown

-1.64

1.00

-2.64

SAPGF vs. BLK - Sharpe Ratio Comparison

The current SAPGF Sharpe Ratio is -1.31, which is lower than the BLK Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of SAPGF and BLK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SAPGF vs. BLK - Drawdown Comparison

The maximum SAPGF drawdown since its inception was -52.36%, smaller than the maximum BLK drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for SAPGF and BLK.


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Drawdown Indicators


SAPGFBLKDifference

Max Drawdown

Largest peak-to-trough decline

-52.36%

-60.36%

+8.00%

Max Drawdown (1Y)

Largest decline over 1 year

-52.36%

-22.45%

-29.91%

Max Drawdown (3Y)

Largest decline over 3 years

-52.36%

-23.74%

-28.62%

Max Drawdown (5Y)

Largest decline over 5 years

-52.36%

-43.90%

-8.46%

Max Drawdown (10Y)

Largest decline over 10 years

-52.36%

-43.90%

-8.46%

Current Drawdown

Current decline from peak

-52.36%

-11.13%

-41.23%

Average Drawdown

Average peak-to-trough decline

-12.72%

-11.93%

-0.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

29.38%

10.17%

+19.21%

Volatility

SAPGF vs. BLK - Volatility Comparison

SAP SE (SAPGF) has a higher volatility of 14.28% compared to BlackRock, Inc. (BLK) at 6.84%. This indicates that SAPGF's price experiences larger fluctuations and is considered to be riskier than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SAPGFBLKDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.28%

6.84%

+7.44%

Volatility (6M)

Calculated over the trailing 6-month period

33.02%

20.50%

+12.52%

Volatility (1Y)

Calculated over the trailing 1-year period

36.75%

25.85%

+10.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.92%

26.72%

+5.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.23%

27.75%

+3.48%

Dividends

SAPGF vs. BLK - Dividend Comparison

SAPGF has not paid dividends to shareholders, while BLK's dividend yield for the trailing twelve months is around 2.08%.


PositionTTM20252024202320222021202020192018201720162015
BLK
BlackRock, Inc.
2.08%1.95%1.99%2.46%2.75%1.80%2.01%2.63%3.08%1.95%2.41%2.56%
SAPGF
SAP SE
0.00%3.24%1.98%2.92%4.46%12.57%2.67%2.55%1.69%1.22%0.00%0.00%

Financials

SAPGF vs. BLK - Financials Comparison

This section allows you to compare key financial metrics between SAP SE and BlackRock, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


4.00B5.00B6.00B7.00B8.00B9.00B10.00B20222023202420252026
9.56B
6.77B
(SAPGF) Total Revenue
(BLK) Total Revenue
Please note, different currencies. SAPGF values in EUR, BLK values in USD

SAPGF vs. BLK - Profitability Comparison

The chart below illustrates the profitability comparison between SAP SE and BlackRock, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%20222023202420252026
73.0%
81.4%
Portfolio components
SAPGF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SAP SE reported a gross profit of 6.97B and revenue of 9.56B. Therefore, the gross margin over that period was 73.0%.

BLK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported a gross profit of 5.51B and revenue of 6.77B. Therefore, the gross margin over that period was 81.4%.

SAPGF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SAP SE reported an operating income of 2.75B and revenue of 9.56B, resulting in an operating margin of 28.8%.

BLK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported an operating income of 2.33B and revenue of 6.77B, resulting in an operating margin of 34.5%.

SAPGF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SAP SE reported a net income of 1.93B and revenue of 9.56B, resulting in a net margin of 20.2%.

BLK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported a net income of 2.21B and revenue of 6.77B, resulting in a net margin of 32.7%.


Frequently Asked Questions


SAPGF and BLK have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SAPGF has higher volatility (14.28%) compared to BLK (6.84%). In terms of maximum drawdown, SAPGF dropped -52.36% vs BLK's -60.36%.

BLK currently has the higher Sharpe Ratio (0.40 vs -1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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