Added to YB: 2024-05-24
Pitch date: 2024-03-31
SAP [bullish]
SAP SE
+17.54%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide.
Market Cap
EUR 239.3B
Pitch Price
EUR 177.14
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:
Polen Capital Global Growth Strategy Portfolio Holding: SAP SE
SAP: Cloud transition on track with mid-20% growth through 2025. Q4 earnings solid, FY guidance raised. Resilient model as essential customer ops. Cloud rev growing, gross margins expanding. CEO Klein praised as honest, competent, long-term focused leader. Attractive growth ahead.
Read full article (1 min)