Added to YB: 2024-03-08
Pitch date: 2024-03-07
SAP [neutral]
SAP SE
+20.55%
current return
Author Info
Kroker Equity Research is a value investor that uses Discounted Cash Flow (DCF) Model or the Excess Returns Model to value stocks. Sign up for their newsletter.
Company Info
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide.
Market Cap
EUR 242.5B
Pitch Price
EUR 173.91
Price Target
150.00 (-28%)
Dividend
1.13%
EV/EBITDA
21.80
P/E
34.55
EV/Sales
6.63
Sector
Software
Category
growth
SAP - On cloud nine?
SAP: Transitioning to cloud, investing in AI, but facing challenges. High valuation despite ambitious goals. Consistent dividend growth, but caution advised due to overvaluation and customer satisfaction issues. Monitoring transformation progress is key.
Read full article (16 min)