Added to YB: 2026-02-02
Pitch date: 2026-01-29
SAP.DE [neutral]
SAP SE
+1.79%
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 197.6B
Pitch Price
EUR 167.74
Price Target
N/A
Dividend
1.39%
EV/EBITDA
16.74
P/E
27.19
EV/Sales
5.34
Sector
Software
Category
growth
SAP (SAP Germany): cloud growth still doing the work
SAP.DE (update): Q4 cloud revenue +26% cc, CCB growth light due to timing/mix not demand issues. Operating profit beat 3%, FCF strong. 2026 guidance: cloud growth 23-25%, operating profit above consensus, €10bn FCF vs lower expectations. New €10bn buyback through 2027. Prioritizing margins/cash as cloud transition matures.
Read full article (2 min)