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Added to YB: 2024-03-21

Pitch date: 2024-01-31

SAP [bullish]

SAP SE

+31.35%

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 239.3B

Pitch Price

EUR 158.50

Price Target

N/A

Dividend

1.14%

EV/EBITDA

21.52

P/E

34.10

EV/Sales

6.55

Sector

Software

Category

growth

Show full summary:
Sequoia Fund Portfolio Holding: SAP SE

SAP SE (SAP): Leading global ERP software provider. Cloud transition of sticky core product to drive accelerated revenue growth & profitability. Challenges navigated, momentum building with cloud ERP rev +70%. Comfortable valuation given clear path to enhanced margins. New CFO bringing cost discipline & shareholder returns.

Read full article (3 min)