Added to YB: 2025-04-29
Pitch date: 2025-04-26
SAP [bullish]
SAP SE
-14.29%
current return
Author Info
FluentInQuality invests in high-quality businesses that generate steady and sustainable cashflows, proven track records, and the potential to act as a true compounding machines over the long run. Sign up for the newsletter.
Company Info
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide.
Market Cap
EUR 239.3B
Pitch Price
EUR 242.90
Price Target
N/A
Dividend
1.14%
EV/EBITDA
21.52
P/E
34.10
EV/Sales
6.55
Sector
Software
Category
growth
High-Quality European Compounders You Need In Your Portfolio - SAP SE
SAP: Essential ERP backbone for 400,000+ global enterprises with sticky, mission-critical software. Cloud revenue fastest-growing segment as S/4HANA cloud migration drives wider margins & efficiency. AI embedded in forecasting, invoicing & workflows. Recurring cloud backlog >80% of total. Clients stay for decades due to high switching costs.
Read full article (2 min)