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Added to YB: 2026-07-22

Pitch date: 2026-07-19

SAP [bullish]

SAP SE

-1.14%

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 161.0B

Pitch Price

EUR 138.00

Price Target

N/A

Dividend

1.81%

EV/EBITDA

13.41

P/E

22.10

EV/Sales

4.27

Sector

Software

Category

growth

Show full summary:
Pzena at Halftime - SAP SE

SAP: ERP giant serving supply-chain-heavy customers (BMW, Mercedes). Mission-critical profile plus catalyst: retiring decades-old ECC product forces installed base migration to next-gen platform, a multi-year revenue uplift the market is undervaluing.

Read full article (1 min)