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Upturn AI SWOT - About
SAP 
SAP SE ADR (SAP)
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Upturn Advisory Summary
10/15/2025: SAP (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
16 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $340.42
1 Year Target Price $340.42
| 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  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 315.05B USD | Price to earnings Ratio 42.01 | 1Y Target Price 340.42 |
Price to earnings Ratio 42.01 | 1Y Target Price 340.42 | ||
Volume (30-day avg) 16 | Beta 0.9 | 52 Weeks Range 225.48 - 313.28 | Updated Date 10/15/2025 |
52 Weeks Range 225.48 - 313.28 | Updated Date 10/15/2025 | ||
Dividends yield (FY) 0.94% | Basic EPS (TTM) 6.44 |
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 2025-10-22 | When Before Market | Estimate 1.69 | 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 42.01 | Forward PE 33.11 | Enterprise Value 315468249034 | Price to Sales(TTM) 8.78 |
Enterprise Value 315468249034 | Price to Sales(TTM) 8.78 | ||
Enterprise Value to Revenue 7.49 | Enterprise Value to EBITDA 22.9 | Shares Outstanding 1164604232 | Shares Floating 963124200 |
Shares Outstanding 1164604232 | Shares Floating 963124200 | ||
Percent Insiders 0.03 | Percent Institutions 6.37 |
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 (Systemanalyse Programmentwicklung), it focused on real-time data processing. Over the years, SAP expanded its offerings from enterprise resource planning (ERP) software to cloud-based solutions and platforms, becoming a global leader in enterprise application software.
Core Business Areas
- SAP S/4HANA: Next-generation ERP suite built for in-memory computing. Offers real-time data processing, advanced analytics, and intelligent automation capabilities.
- SAP SuccessFactors: Cloud-based human capital management (HCM) suite providing solutions for talent management, core HR, and workforce analytics.
- SAP Ariba: Cloud-based procurement platform connecting businesses with suppliers for direct and indirect spend management.
- SAP Customer Experience (CX): Suite of solutions encompassing sales, service, marketing, and commerce to deliver personalized customer experiences.
- SAP Business Technology Platform (BTP): Platform-as-a-service (PaaS) offering enabling customers and partners to build, integrate, and extend SAP applications.
Leadership and Structure
SAP SE is led by CEO Christian Klein. The company operates with a supervisory board and an executive board, structured to oversee strategic direction and operational management.
Top Products and Market Share
Key Offerings
- SAP S/4HANA: Enterprise Resource Planning (ERP) system. Market share is approximately 23% within the ERP market. Competitors include Oracle (ORCL), Microsoft (MSFT), and Infor.
- SAP SuccessFactors: Cloud-based Human Capital Management (HCM) suite. This product has ~4000 customers. Competitors include Workday (WDAY), Oracle (ORCL), and ADP (ADP).
- SAP Ariba: Cloud-based procurement and supply chain platform. Competitors include Coupa (COUP), Oracle (ORCL), and Jaggaer.
Market Dynamics
Industry Overview
The enterprise software market is characterized by increasing demand for cloud-based solutions, digital transformation initiatives, and the need for integrated data management and automation. AI and machine learning are playing an increasingly prominent role in this industry.
Positioning
SAP is a leading provider of enterprise application software, with a strong presence in ERP, HCM, and procurement solutions. Its competitive advantage lies in its extensive customer base, broad product portfolio, and deep industry expertise.
Total Addressable Market (TAM)
The total addressable market for enterprise software is projected to reach $750 billion by 2028. SAP is positioned to capture a significant portion of this market through its cloud-first strategy and focus on innovation.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Extensive customer base
- Broad product portfolio
- Strong partner ecosystem
- Cloud-based offerings are continuing to grow
Weaknesses
- Complex product offerings
- High implementation costs
- Slower adoption of cloud technologies compared to some competitors
- Legacy system integration challenges
Opportunities
- Growing demand for cloud-based solutions
- Expansion into new markets (e.g., emerging economies)
- Adoption of artificial intelligence and machine learning
- Strategic acquisitions and partnerships
- Further invest in RISE with SAP (business transformation as a service)
Threats
- Intense competition from other software vendors
- Economic downturns affecting IT spending
- Cybersecurity risks
- Changing regulatory landscape
- Talent shortages in the tech industry
Competitors and Market Share
Key Competitors
- ORCL
- MSFT
- CRM
- WDAY
Competitive Landscape
SAP's advantages include its broad product portfolio and global presence, while its disadvantages include complexity and higher costs compared to some competitors.
Major Acquisitions
CallidusCloud
- Year: 2018
- Acquisition Price (USD millions): 2400
- Strategic Rationale: Expanded SAP's Customer Experience portfolio with sales performance management capabilities.
Qualtrics
- Year: 2019
- Acquisition Price (USD millions): 8000
- Strategic Rationale: Integrated experience management capabilities into SAP's enterprise solutions.
Growth Trajectory and Initiatives
Historical Growth: SAP has experienced steady growth in revenue and earnings over the past decade, driven by its expansion into cloud computing and new markets.
Future Projections: Analysts project continued growth for SAP, driven by its cloud strategy and digital transformation initiatives. Revenue is expected to grow at a rate of 6-8% annually over the next five years.
Recent Initiatives: SAP's recent initiatives include the RISE with SAP program, aimed at accelerating cloud adoption, and investments in AI and machine learning technologies.
Summary
SAP SE ADR remains a strong player in the enterprise software market. Its cloud strategy and broad product portfolio are key strengths, but complexity and competition pose challenges. The company's consistent revenue generation from SAP S/4 HANA and recent acquisitions bode well for future prospects; however, they must continue to navigate industry competition and economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SAP SE Annual Reports
- Industry Analyst Reports (e.g., Gartner, Forrester)
- MarketWatch
- Yahoo Finance
- Company Press Releases
Disclaimers:
This analysis is based on publicly available information and analyst estimates. Financial data is subject to change. This is not financial advice. Market share data are estimates. Actual results may vary.
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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