Added to YB: 2025-10-30
Pitch date: 2025-09-30
SAP [neutral]
SAP SE
-6.84%
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 225.05
Price Target
N/A
Dividend
1.13%
EV/EBITDA
21.80
P/E
34.55
EV/Sales
6.63
Sector
Software
Category
growth
Show full summary:
Mar Vista U.S. Quality Premier Strategy Portfolio Holding: SAP SE
SAP (holding update): Well positioned to migrate large on-premises ERP base to S4/Hana cloud, driving ~2.5x revenue per customer increase. Cloud backlog +29% YOY, total backlog +40%, cloud ERP suite +35% in 2024. Accelerating growth outlook through 2027 despite AI disruption concerns.
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