Professional
Added to YB: 2026-09-17
Pitch date: 2026-07-30
SAP [bullish]
SAP SE
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 215.0B
Pitch Price
N/A
Price Target
N/A
Dividend
1.34%
EV/EBITDA
17.76
P/E
27.89
EV/Sales
5.60
Sector
Software
Category
growth
Bretton Fund New Position: SAP SE
SAP: SAP’s deeply integrated, mission-critical software should be resilient to AI-enabled replacement, while SAP itself benefits from producing code more efficiently with AI. Revenue is growing around 9% and earnings around 15%, with margins set to expand through the cloud pivot and expense cuts. The shares were purchased at about 16x estimated 2027 earnings, a material discount to the broader market.
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