Professional
Added to YB: 2025-12-17
Pitch date: 2025-10-13
SAP [neutral]
SAP SE
-10.52%
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 230.95
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:
Magellan Global Fund Portfolio Holding: SAP SE
SAP (holding update): Market leader in defensible ERP category well-positioned despite AI disruption concerns. Benefits from accelerating cloud adoption tailwinds. Market reaction viewed as indiscriminate selling creating opportunity in quality franchise.
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