Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
SAP 
SAP SE ADR (SAP)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/09/2025: SAP (5-star) is a STRONG-BUY. BUY since 44 days. Profits (4.79%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
16 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $331.33
1 Year Target Price $331.33
| 7 | Strong Buy |
| 7 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 76.78% | Avg. Invested days 73 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 360.20B USD | Price to earnings Ratio 53.79 | 1Y Target Price 331.33 |
Price to earnings Ratio 53.79 | 1Y Target Price 331.33 | ||
Volume (30-day avg) 16 | Beta 0.94 | 52 Weeks Range 193.24 - 312.26 | Updated Date 07/9/2025 |
52 Weeks Range 193.24 - 312.26 | Updated Date 07/9/2025 | ||
Dividends yield (FY) 0.84% | Basic EPS (TTM) 5.74 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.31% | Operating Margin (TTM) 27.24% |
Management Effectiveness
Return on Assets (TTM) 7.63% | Return on Equity (TTM) 12.91% |
Valuation
Trailing PE 53.79 | Forward PE 42.73 | Enterprise Value 358256503020 | Price to Sales(TTM) 10.25 |
Enterprise Value 358256503020 | Price to Sales(TTM) 10.25 | ||
Enterprise Value to Revenue 8.59 | Enterprise Value to EBITDA 30.21 | Shares Outstanding 1166589952 | Shares Floating 1027520160 |
Shares Outstanding 1166589952 | Shares Floating 1027520160 | ||
Percent Insiders - | Percent Institutions 6.52 |
Upturn AI SWOT
SAP SE ADR
Company Overview
History and Background
SAP SE was founded in 1972 in Walldorf, Germany, by five former IBM engineers. Initially named System Analysis Program Development, it was later shortened to SAP. It evolved from providing standard software for business applications to becoming a global leader in enterprise resource planning (ERP) software and related solutions. SAP introduced its first commercial product, SAP R/1, in 1973 and SAP R/2 in 1979. The company went public in 1988. In the 1990s, SAP transitioned to a client-server architecture with SAP R/3, further solidifying its market position. The introduction of SAP S/4HANA, an in-memory platform, marked a significant milestone in the 2010s.
Core Business Areas
- Applications, Technology & Services: Provides a broad range of software solutions, including ERP, CRM, supply chain management, and human capital management. This segment also includes technology platforms and consulting services.
- SAP Business Network: Connects businesses to collaborate on supply chain, procurement, and travel management. It includes solutions like Ariba Network and Concur.
Leadership and Structure
The leadership team includes Christian Klein (CEO) and Dominik Asam (CFO). SAP operates with a two-tier board structure, consisting of an Executive Board and a Supervisory Board. The company is organized into various business units focusing on specific product areas and industries.
Top Products and Market Share
Key Offerings
- SAP S/4HANA: An ERP system designed for in-memory computing, offering real-time data processing and analytics. SAP has a strong ERP market share, with estimates varying but often cited around 20-25%. Competitors include Oracle, Microsoft Dynamics 365, and Infor. SAP aims for 500 Million users on the cloud platform by 2025.
- SAP Ariba: A cloud-based procurement and supply chain management platform. The Ariba Network facilitates transactions between buyers and suppliers. Competitors include Coupa, Tradeshift, and Jaggaer. Unknown revenue data.
- SAP SuccessFactors: A cloud-based human capital management (HCM) suite. It provides solutions for talent management, workforce analytics, and HR processes. Competitors include Workday, Oracle HCM, and Ceridian. Unknown revenue data.
- SAP Concur: A travel and expense management solution. It automates the expense reporting process and provides insights into travel spending. Competitors include Expensify, Certify, and Chrome River. Unknown revenue data.
Market Dynamics
Industry Overview
The enterprise software market is characterized by increasing demand for cloud-based solutions, digital transformation initiatives, and the need for real-time data analytics. Key trends include AI integration, cybersecurity concerns, and the adoption of low-code/no-code platforms.
Positioning
SAP is a leading player in the enterprise software market, known for its comprehensive ERP solutions and industry-specific applications. Its competitive advantages include a large installed base, strong brand recognition, and a wide range of offerings. However, it faces challenges from newer, more agile cloud-native vendors.
Total Addressable Market (TAM)
The TAM for enterprise software is estimated to be in the hundreds of billions of dollars. SAP is well-positioned to capture a significant portion of this market, particularly in the ERP, HCM, and procurement segments. SAP is expanding into new areas like business networks and sustainability solutions to increase its TAM.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Large installed customer base
- Comprehensive suite of solutions
- Strong industry expertise
- Extensive partner ecosystem
Weaknesses
- Complex product portfolio
- Perception of high implementation costs
- Slow to adapt to new technologies in the past
- Customer retention challenges in some segments
- Integration complexities across different SAP products
Opportunities
- Growing demand for cloud-based solutions
- Increasing focus on digital transformation
- Expansion into new markets and industries
- Leveraging AI and machine learning
- Partnerships with other technology vendors
Threats
- Intense competition from other ERP vendors
- Emergence of disruptive technologies
- Cybersecurity threats
- Economic downturns impacting IT spending
- Changing customer preferences
Competitors and Market Share
Key Competitors
- ORCL
- MSFT
- CRM
- ADBE
Competitive Landscape
SAP's advantages include a large installed base and comprehensive suite of solutions. However, it faces challenges from Oracle in the database and enterprise software space, Microsoft in cloud computing, Salesforce in CRM, and Adobe in digital experience.
Major Acquisitions
CallidusCloud
- Year: 2018
- Acquisition Price (USD millions): 2400
- Strategic Rationale: Enhanced SAP's CRM capabilities and provided a cloud-based sales performance management solution.
Growth Trajectory and Initiatives
Historical Growth: SAP has experienced steady growth in revenue and earnings over the past years, driven by demand for its ERP and cloud solutions.
Future Projections: Analysts project continued growth for SAP, driven by its cloud business and expansion into new markets. Revenue growth is expected to be in the mid-single digits.
Recent Initiatives: Recent strategic initiatives include the accelerated transition to cloud-based offerings, the development of industry-specific solutions, and investments in AI and machine learning.
Summary
SAP is a strong player in the enterprise software market, benefiting from a large installed base and a comprehensive suite of solutions. Its transition to cloud-based offerings is progressing well. However, SAP faces intense competition and needs to continue to innovate to maintain its market position. It needs to be aware of emerging competitors and keep its customer base engaged.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SAP Investor Relations
- Industry Analyst Reports (Gartner, Forrester)
- Company Filings (SEC)
- Various Financial News Sources
Disclaimers:
This analysis is based on available information and analyst estimates. Actual results may vary. Market share data is approximate and subject to change. Financial data is illustrative and should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SAP SE ADR
Exchange NYSE | Headquaters - | ||
IPO Launch date 1998-08-07 | CEO & Member of Executive Board Mr. Christian Klein | ||
Sector Technology | Industry Software - Application | Full time employees 108187 | Website https://www.sap.com |
Full time employees 108187 | Website https://www.sap.com | ||
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide. It offers SAP S/4HANA that provides software capabilities for finance, risk and project management, procurement, manufacturing, supply chain and asset management, and research and development; SAP SuccessFactors solutions for human resources, including HR, time, payroll, talent and employee experience management, and analytics and planning; and spend management solutions that covers direct and indirect spend, travel and expense, and external workforce management. The company also provides SAP customer experience solutions; SAP Business Technology platform that enables customers and partners to build, integrate, and automate applications; and SAP Business Network, a business-to-business collaboration platform that helps digitalize key business processes across the supply chain and enables communication between trading partners. In addition, it offers SAP Signavio to help customers to discover, analyze, and understand their business process operations; industry solutions that provides customers and partners with industry-specific solutions; and SAP LeanIX to visualize their as-is enterprise architecture, assess interdependencies and the potential impact of IT modernization, and manage the transition toward the target landscape with established practices and a detailed roadmap. Further, the company provides WalkMe to execute workflows across various number of applications; SAP Enable Now, which offers e-learning content embedded in SAP workflows; Taulia solutions for working capital management to help businesses create and deliver the right cash flow strategy, and the flexibility to adjust it to meet liquidity challenges; and sustainability solutions and services. Additionally, it provides services and support solutions. SAP SE was founded in 1972 and is headquartered in Walldorf, Germany.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.