SAP
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CH
Chester
Community Contributor
SAP's Revenue Will Soar by Over 10% as Profit Margins Improve
Catalysts AI functionality is a new world Assumptions Strong brand can deliver higher revenue growth in heated/inflationary climate While AI investment will be expensive, there will be reasonable increased profit growth with productivity and functionality benefits. Risks Global economic and political climate, along with investment risk in AI, necessitates higher risk level for discount calc.
View narrativeUS$263.71
FV
9.4% overvalued intrinsic discount15.00%
Revenue growth p.a.
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about 1 month ago author updated this narrative