Professional
Added to YB: 2025-10-10
Pitch date: 2025-09-30
SAP [neutral]
SAP SE
-7.49%
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 239.3B
Pitch Price
EUR 225.05
Price Target
N/A
Dividend
1.14%
EV/EBITDA
21.52
P/E
34.10
EV/Sales
6.55
Sector
Software
Category
growth
Show full summary:
Mar Vista US Quality Select Portfolio Holding: SAP SE
SAP (holding update): Strong ERP cloud migration driving ~2.5x revenue per customer increase. Cloud backlog +29% YOY, total backlog +40%, cloud ERP suite +35% in 2024. Management expects accelerating growth through 2027 from customer migrations. Shares pressured on AI agent disruption fears.
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