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Added to YB: 2025-10-14

Pitch date: 2025-10-11

SAP [neutral]

SAP SE

-18.55%

current return

Author Info

Rijnberk InvestInsights shares market-leading companies and top investment ideas through concise, high-conviction analysis. Sign up for the newsletter.

Company Info

SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide.

Market Cap

EUR 208.6B

Pitch Price

EUR 227.92

Price Target

294.00 (+58%)

Dividend

1.38%

EV/EBITDA

17.23

P/E

27.06

EV/Sales

5.43

Sector

Software

Category

growth

Show full summary:
5 Under-Discussed Stocks Worth Owning for the Next 10 Years! - SAP SE

SAP (hold): German ERP giant executing cloud transformation. 85% new bookings cloud-based, S/4HANA +33% growth, cloud backlog €18B (+30% YoY). Mission-critical systems create massive switching costs, 98%+ retention. FCF rebounding to €8B FY25. Target €294 (9% CAGR). Hold - accumulate below €220.

Read full article (3 min)