Professional
Added to YB: 2026-06-22
Pitch date: 2026-05-20
SAP [neutral]
SAP SE
-7.08%
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 156.6B
Pitch Price
EUR 153.78
Price Target
N/A
Dividend
1.86%
EV/EBITDA
13.04
P/E
21.50
EV/Sales
4.15
Sector
Software
Category
growth
Show full summary:
Eagle Capital Management Portfolio Holding: SAP SE
SAP (holding update): Entrenched ERP w/ highly defensible, sticky core. Software space sold off on AI-disruption fears; Eagle sees recovery as heterogeneous—some impaired, some benefit. SAP faces tougher competition in peripheral products but core durable; expects rapid growth over 5yrs via cloud migration.
Read full article (1 min)