Added to YB: 2024-06-03
Pitch date: 2024-04-18
SAP [bullish]
SAP SE
+27.91%
current return
Author Info
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Company Info
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide.
Market Cap
EUR 239.3B
Pitch Price
EUR 162.77
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:
Harding Loevner Global Equity ADR Composite Portfolio Holding: SAP SE
SAP cloud rev surpasses legacy for 1st time, +20% YoY. Investing €1B in AI over 2yrs + €2B in restructuring. Expects growth to continue in '24-'25, projecting €8B FCF by '25 (up from prior €7.5B). Efforts to modernize ERP for AI era bearing fruit, market taking notice.
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