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SAP SE ADR (SAP)



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Upturn Advisory Summary
09/12/2025: SAP (4-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $344.58
1 Year Target Price $344.58
7 | Strong Buy |
7 | Buy |
2 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 63.49% | Avg. Invested days 75 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 299.57B USD | Price to earnings Ratio 39.5 | 1Y Target Price 344.58 |
Price to earnings Ratio 39.5 | 1Y Target Price 344.58 | ||
Volume (30-day avg) 16 | Beta 0.91 | 52 Weeks Range 215.57 - 313.28 | Updated Date 09/14/2025 |
52 Weeks Range 215.57 - 313.28 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 0.99% | Basic EPS (TTM) 6.51 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 18.23% | Operating Margin (TTM) 28.46% |
Management Effectiveness
Return on Assets (TTM) 8.73% | Return on Equity (TTM) 15.84% |
Valuation
Trailing PE 39.5 | Forward PE 31.35 | Enterprise Value 300179729315 | Price to Sales(TTM) 8.35 |
Enterprise Value 300179729315 | Price to Sales(TTM) 8.35 | ||
Enterprise Value to Revenue 7.13 | Enterprise Value to EBITDA 21.79 | Shares Outstanding 1164600064 | Shares Floating 963124200 |
Shares Outstanding 1164600064 | Shares Floating 963124200 | ||
Percent Insiders 0.03 | Percent Institutions 6.38 |
Upturn AI SWOT
SAP SE ADR

Company Overview
History and Background
SAP SE ADR (System Analysis Program Development) was founded in 1972 in Germany. Initially focused on standardizing business software, it has grown into a global leader in enterprise application software.
Core Business Areas
- Applications, Technology & Services: Provides a comprehensive suite of enterprise applications, technology platforms, and related services, enabling businesses to streamline processes and make informed decisions. This includes ERP, S/4HANA, and SAP Business Technology Platform.
- SAP Business Network: Offers a cloud-based platform connecting businesses for procurement, travel, and contingent workforce management.
- Customer Experience: Provides solutions for sales, service, marketing, and commerce.
Leadership and Structure
SAP SE is led by a Board of Directors and an Executive Board. Christian Klein is the current CEO. The organizational structure is based on product areas and regions.
Top Products and Market Share
Key Offerings
- S/4HANA: SAP's flagship ERP (Enterprise Resource Planning) system designed for in-memory computing. SAP claims market leadership in ERP. Competitors include Oracle (ORCL) and Microsoft (MSFT).
- SAP Ariba: A cloud-based procurement platform. Ariba has a significant market share in the e-procurement space. Competitors include Coupa Software (COUP) and Oracle (ORCL).
- SAP SuccessFactors: A cloud-based human capital management (HCM) suite. It has substantial market share in the HCM sector. Competitors include Workday (WDAY) and Oracle (ORCL).
- SAP Customer Experience: A suite of solutions for customer relationship management (CRM). Market share is substantial but behind leaders such as Salesforce (CRM) and Oracle (ORCL).
Market Dynamics
Industry Overview
The enterprise software market is driven by digital transformation, cloud adoption, and the need for real-time data insights. Growth is expected in cloud-based solutions and data analytics.
Positioning
SAP is a leading player in the enterprise software market, known for its comprehensive suite of solutions and large customer base. It has a strong presence in ERP and supply chain management.
Total Addressable Market (TAM)
The TAM for enterprise software is estimated to be in the hundreds of billions of dollars. SAP is positioned to capture a significant portion of this market by focusing on cloud migration and innovation.
Upturn SWOT Analysis
Strengths
- Large customer base
- Comprehensive product portfolio
- Strong brand recognition
- Extensive partner network
- Significant investments in R&D
Weaknesses
- Complex product offerings
- Integration challenges
- Customer perception of high cost
- Slow pace of innovation in some areas
Opportunities
- Cloud migration
- Expansion into new markets
- Growth in data analytics and AI
- Strategic acquisitions
- Increased demand for cybersecurity solutions
Threats
- Intense competition
- Economic downturns
- Cybersecurity risks
- Changing customer preferences
- Regulatory changes
Competitors and Market Share
Key Competitors
- ORCL
- MSFT
- WDAY
- CRM
- ADBE
Competitive Landscape
SAP's advantages include its comprehensive product portfolio and large customer base. Disadvantages include complexity and integration challenges. Competitors are focusing on specific areas like cloud-based CRM and HCM.
Major Acquisitions
CallidusCloud
- Year: 2018
- Acquisition Price (USD millions): 2400
- Strategic Rationale: Expanded SAP's sales cloud portfolio to include sales performance management and configure-price-quote (CPQ) solutions.
Growth Trajectory and Initiatives
Historical Growth: SAP has experienced steady growth driven by its core ERP business and expansion into new areas like cloud computing.
Future Projections: Analysts project continued growth for SAP, driven by cloud adoption and digital transformation initiatives.
Recent Initiatives: Recent initiatives include the launch of RISE with SAP to accelerate cloud adoption and investments in AI and machine learning.
Summary
SAP is a strong player in the enterprise software market with a comprehensive product suite and large customer base. Its focus on cloud migration through initiatives like RISE with SAP is positive. SAP needs to address integration challenges and keep pace with innovation to maintain its competitive edge in a rapidly evolving market. Cybersecurity risks remain a constant concern.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SAP Investor Relations
- Industry Analyst Reports
- Company Filings
- Publicly Available Information
Disclaimers:
This analysis is based on publicly available information and analyst estimates, which are subject to change. The information provided is for informational purposes only and does not constitute financial advice. Market share data is approximate and may vary by source.
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 108929 | Website https://www.sap.com |
Full time employees 108929 | 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.

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