Added to YB: 2025-07-08
Pitch date: 2025-07-05
SAP [neutral]
SAP SE
-18.19%
current return
Author Info
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Company Info
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide.
Market Cap
EUR 242.5B
Pitch Price
EUR 256.25
Price Target
321.00 (+54%)
Dividend
1.13%
EV/EBITDA
21.80
P/E
34.55
EV/Sales
6.63
Sector
Software
Category
growth
Show full summary:
SAP SE - An Undisruptible Business with a Stellar Outlook (Deep Dive)
SAP (wait for pullback): Top European stock with transformative shift to cloud. Trading at 41x PE but deserves premium: robust 26% cloud rev growth, 11-16% projected sales CAGR, 20%+ EPS growth. Moat from high switching costs, expanding AI capabilities. €321 PT by 2027 (10-11% annualized). Current valuation rich; wait for €220-230 entry.
Read full article (18 min)