Added to YB: 2026-07-24
Pitch date: 2026-07-22
SAP [bullish]
SAP SE
-2.05%
current return
Author Info
Hidden Rock Capital is an investment advisor unearthing asymmetric investment opportunities hiding in plain sight. Sign up for the newsletter.
Company Info
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide.
Market Cap
EUR 159.3B
Pitch Price
EUR 131.00
Price Target
N/A
Dividend
1.83%
EV/EBITDA
13.27
P/E
21.86
EV/Sales
4.22
Sector
Software
Category
value
SAP: Nervous System for Mission-Critical Process & Data
SAP: European ERP leader, the 'nervous system' for mission-critical enterprise data. AI-shielded as system of record demands 100% accuracy vs AI hallucinations; sticky embedded workflows. 'Europe-first' procurement tailwind. Trades ~19x fwd EPS, decade-low. Buy ~$150, 12-24mo horizon; watch 50/200 DMA breakout.
Read full article (2 min)