Professional
Added to YB: 2025-12-19
Pitch date: 2025-09-30
SAP [bullish]
SAP SE
-6.93%
current return
Author Info
No bio for this author
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Company Info
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide.
Market Cap
EUR 240.7B
Pitch Price
EUR 225.05
Price Target
N/A
Dividend
1.14%
EV/EBITDA
21.64
P/E
34.29
EV/Sales
6.58
Sector
Software
Category
growth
Show full summary:
Aoris International Fund New Position: SAP SE
SAP (new position): World's leading ERP software (77% of global transactions touch SAP systems), used by 99 of top 100 companies. Cloud migration drives 2-3x spend increases per customer as they adopt additional apps. Strong AI/analytics adoption early but promising. Admired clients like L'Oréal cite SAP as key productivity driver.
Read full article (1 min)