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Added to YB: 2024-10-18

Pitch date: 2024-09-30

SAP [bullish]

SAP SE

+6.7%

current return

Author Info

No bio for this author

Company Info

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

Market Cap

EUR 242.5B

Pitch Price

EUR 229.13

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:
Polen Global Growth Portfolio Holding: SAP SE

SAP: Strong Q4 w/ solid cloud adoption. Transformation program aids focus on strategic growth. Resilient model as essential to customer ops. Well-positioned w/ strong market position, vast ecosystem, balanced growth, high recurring rev, improving margins. Expect mid-teens earnings growth for years.

Read full article (1 min)