Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SAP
BUYSAP SE · Technology · Germany · $188.6B · Avg Vol: $453M/d
COMPANY DESCRIPTION
SAP SE is a global leader in enterprise application software, providing comprehensive solutions for ERP, CRM, supply chain management, and human capital management, with its flagship product being SAP S/4HANA. The company holds a dominant market share in enterprise software, with deeply embedded solutions critical to large organizations worldwide, creating significant switching costs for its vast customer base. SAP is a foundational technology provider driving digital transformation and operational efficiency across diverse industries.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 33.6B | 35.5B | 38.9B | 41.9B | 7.6% | 42.5B | 45.7B | 51.1B | 10.5% |
| EPS | 2.23 | 5.95 | 3.05 | 6.98 | 46.3% | 7.08 | 7.86 | 9.28 | 15.2% |
| Shares | 1.2B | 1.2B | 1.2B | 1.2B | +0.0% | 1.2B | — | — | — |
| Debt | 14.9B | 10.0B | 12.1B | 8.5B | -17.0% | 9.0B | — | — | — |
| Equity | 45.7B | 49.1B | 51.7B | 50.7B | 3.5% | — | — | — | — |
| Op CF | 6.4B | 7.1B | 5.9B | 10.4B | 17.5% | 10.1B | — | — | — |
| Inv CF | 758.7M | 1.6B | -105.8M | -1.1B | — | — | — | — | — |
| Fin CF | -7.2B | -9.2B | -4.5B | -9.9B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of SAP are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SAP | SAP SE(you) | $188.6B | 79 | BUY |
| CRM | Salesforce, Inc. | $134.0B | 81 | STRONG BUY |
| ADP | Automatic Data Processing, Inc. | $100.0B | 81 | STRONG BUY |
| UBER.MX | Uber Technologies, Inc. | $154.7B | 68 | BUY |
| CDNS.MX | Cadence Design Systems, Inc. | $104.1B | 86 | STRONG BUY |
| ADBE.MX | Adobe Inc. | $80.6B | 83 | STRONG BUY |
| INTU | Intuit Inc. | $81.1B | 74 | BUY |
| SHOPN.MX | Shopify Inc. | $152.8B | 55 | HOLD |
| ADSK | Autodesk, Inc. | $44.3B | 79 | BUY |
| DDOG | Datadog, Inc. | $87.9B | 61 | HOLD |
Peer medians: ROE 6.7% · P/E 31.4x · Gross margin 33.0%