SAP SE

XTRA:SAP 주식 리포트

시가총액: €165.0b

SAP 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Christian Klein

최고경영자

€16.2m

총 보수

CEO 급여 비율7.39%
CEO 재임 기간8.3yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간2.8yrs
이사회 평균 재임 기간3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • May 04

SAP: Cloud And AI Execution Will Shape Recovery From Mixed Street Sentiment

Analyst price targets for SAP have been adjusted to €280.93 from €290.00, reflecting mixed recent Street research in which several firms trimmed targets while others raised or upgraded them based on differing views around growth, margins and appropriate P/E levels. Analyst Commentary Recent Street research on SAP presents a split view, with several firms trimming price targets or downgrading ratings while others highlight reasons to stay constructive.
새로운 내러티브 • Apr 23

SAP SE (SAP): The Cloud Transition and the Business AI Surge

SAP SE (SAP) , the cornerstone of European enterprise software and Germany’s most valuable technology company, enters Thursday, April 23, 2026 , following its Q1 2026 earnings release earlier this morning. The company delivered a resilient performance in its home currency, reporting total revenue of €9.56 billion , a 6% year-over-year increase (and 12% at constant currencies ).
내러티브 업데이트 • Apr 19

SAP: Cloud Execution And AI Resilience May Support Trough-Level Rebound

The analyst price target for SAP has been revised from about €314 to €290, as analysts lower valuation multiples such as the future P/E to €32.49 and adjust discount rate assumptions, while still reflecting slightly higher revenue growth and profit margin expectations in their models. Analyst Commentary Recent Street research on SAP shows a mix of lower price targets and rating changes, but the tone is not uniformly negative.
내러티브 업데이트 • Apr 05

SAP: Cloud Execution And AI Resilience Will Support Future Upside

The analyst price target for SAP has been reduced in line with recent Street moves that lowered targets into the €225 to €290 range, as analysts factor in updated fair value assumptions, a revised future P/E of about 29.5x, and ongoing debates around growth and AI disruption risk. Analyst Commentary Recent Street research on SAP reflects a mix of optimism and caution, with several firms adjusting price targets and, in a few cases, ratings.
내러티브 업데이트 • Mar 21

SAP: Cloud Transition Execution And AI Resilience Will Drive Future Returns

The analyst fair value estimate for SAP has been reset from €222.94 to €178.44 as analysts trim price targets and assume a lower future P/E and revenue growth, while still highlighting resilience to AI disruption and steady margin expectations. Analyst Commentary Recent Street research on SAP shows a cluster of reduced price targets alongside a few more positive rating actions, which together feed into a more restrained view of upside.
내러티브 업데이트 • Mar 07

SAP: Cloud Conversion And AI Execution Will Drive Future Upside

The updated analyst price target for SAP moves lower to about €250 from roughly €282, as analysts factor in more moderate revenue growth assumptions, a slightly higher discount rate and a lower future P/E multiple, even as margin expectations edge higher and several firms trim price targets despite generally constructive ratings. Analyst Commentary Recent Street research on SAP shows a mix of optimism and caution, with several firms adjusting ratings and price targets while keeping a generally constructive stance on the equity story.
내러티브 업데이트 • Feb 20

SAP: AI And Cloud Progress May Support Trough-Level Rebound Ahead

Our updated analyst price target for SAP edges slightly lower by about €1 to €314. This reflects recent recalibrations from banks that cut their targets in Europe and the US while still highlighting solid long term fundamentals in revenue growth, profitability and P/E assumptions.
내러티브 업데이트 • Feb 06

SAP: When Expectations Collide with Transformation

SAP: When Expectations Collide with Transformation Over the past days, SAP’s share price fell sharply—roughly 14% within a single week. At first glance, such a move suggests something has fundamentally gone wrong.
내러티브 업데이트 • Feb 06

SAP: AI And Cloud Execution May Support Trough-Level Rebound Potential

Our analyst fair value estimate for SAP has been adjusted from €330.00 to €315.00 as analysts update their assumptions around growth, margins and discount rates, reflecting a wave of recent target cuts and mixed rating changes across major banks and brokers. Analyst Commentary Street research around SAP has been mixed, with several price target cuts sitting alongside fresh upgrades and more constructive valuation comments.
내러티브 업데이트 • Jan 23

SAP: AI Partnerships And BlackLine Option May Support Future Upside

SAP's analyst fair value estimate has shifted from €345.00 to €330.00, as analysts adjust their targets in line with recent Street research that includes a lower Morgan Stanley price target, a higher JPMorgan target, and commentary suggesting a potential valuation trough. Analyst Commentary Recent Street research around SAP highlights a mix of caution and optimism, with more positive analysts pointing to potential upside in the shares despite adjustments to individual price targets.
내러티브 업데이트 • Jan 08

SAP: Cloud Conversion And EU AI Cloud Will Drive Future Upside

SAP's updated fair value estimate edges down to about $282.05 from $286.75, even as analysts raise price targets into a €310 to $348 range. This reflects mixed views that balance more cautious revenue assumptions with confidence in the company's cloud pipeline and long term positioning.
분석 기사 • Dec 30

A Look At The Intrinsic Value Of SAP SE (ETR:SAP)

Key Insights SAP's estimated fair value is €252 based on 2 Stage Free Cash Flow to Equity Current share price of €208...
내러티브 업데이트 • Dec 21

SAP Cloud Transition And Legal Overhangs Are Expected To Shape Returns

Analysts have modestly lifted their price target for SAP, raising fair value to approximately $223 from about $217, as they factor in stronger expected revenue growth and higher future earnings multiples despite slightly lower margin assumptions. This view is supported by a series of recent Overweight and Outperform ratings along with upward target revisions.
내러티브 업데이트 • Dec 07

SAP: Cloud Conversion And BlackLine M&A Optionality Will Drive Future Upside

The analyst price target for SAP has inched lower by approximately $1 to about $287 per share, as analysts balance slightly higher discount rates and modestly trimmed valuation multiples against still constructive views on the company’s cloud driven growth trajectory and resilient long term positioning highlighted in recent research. Analyst Commentary Recent Street research reflects a predominantly constructive stance on SAP, with several upward price target revisions offset by a modest reduction from one firm.
내러티브 업데이트 • Nov 23

SAP: Ongoing Cloud Momentum And M&A Activity Will Drive Future Outperformance

Analysts have slightly adjusted SAP's price target downward to $287.58, reflecting marginal changes in financial forecasts. Recent research highlights ongoing resilience in the cloud business and a positive outlook despite conservative guidance.
내러티브 업데이트 • Nov 09

SAP: Cloud Transition And New Deal Activity Will Drive Durable Long-Term Gains

SAP's fair value price target was raised slightly from €288.14 to €288.67. Analysts point to resilient earnings visibility and ongoing cloud growth potential, despite mixed revenue guidance.
내러티브 업데이트 • Oct 26

Cloud Conversion And AI Integration Will Drive Market Confidence Amid Regulatory Risks

The analyst price target for SAP has been increased slightly from $287.60 to $288.14. Analysts cite improved revenue growth expectations and resilience in the company's cloud business, despite some caution around near-term guidance.
내러티브 업데이트 • Oct 12

AI Integration And Cloud Migration Will Unlock Future Opportunity

SAP's analyst price target has edged down from €291.91 to €287.60, as analysts cite a combination of modestly reduced revenue growth expectations and sustained profit margins. This comes amid a resilient but cautious outlook for the business.
내러티브 업데이트 • Aug 27

AI Integration And Cloud Migration Will Unlock Future Opportunity

Analysts raised SAP’s price target slightly to €290.95, citing robust Q2 results and confidence in its cloud transition, though concerns persist over macroeconomic risks and valuation. Analyst Commentary Bullish analysts highlight robust Q2 results with 12% revenue growth and a 34% increase in operating profit as key drivers for raising price targets.
분석 기사 • Aug 07

Should You Investigate SAP SE (ETR:SAP) At €249?

XTRA:SAP 1 Year Share Price vs Fair Value Explore SAP's Fair Values from the Community and select yours Today we're...
분석 기사 • Jul 25

SAP SE Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Last week, you might have seen that SAP SE ( ETR:SAP ) released its quarterly result to the market. The early response...
분석 기사 • Jul 07

Calculating The Intrinsic Value Of SAP SE (ETR:SAP)

Key Insights Using the 2 Stage Free Cash Flow to Equity, SAP fair value estimate is €279 With €256 share price, SAP...
분석 기사 • Jun 10

Weekly Picks: 📊 OXY's Diversification Strategy, AGX's Tailwinds, and SAP's Valuation Risks

This week's picks cover: Occidental’s 10 year vision to become an energy powerhouse, why Argan’s success will come from its tailwinds and management team, plus, why SAP’s price today may not be the best entry point.
분석 기사 • Jun 10

OXY's

This week's picks cover: Occidental’s 10 year vision to become an energy powerhouse, why Argan’s success will come from its tailwinds and management team, and why SAP’s price today may not be the best entry point.
분석 기사 • May 27

SAP (ETR:SAP) Has A Rock Solid Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
User avatar
새로운 내러티브 • May 06

EU#1 - From German Startup to EU’s Biggest Company

R/2: Mainframe-based ERP
User avatar
새로운 내러티브 • Nov 07

Cloud Innovations And AI Drive Growth Amid Market Challenges For The Company

SAP's cloud and AI initiatives drive substantial revenue growth by enhancing services, customer engagement, and operational efficiency.

CEO 보수 분석

Christian Klein의 보수는 SAP의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€7b

Dec 31 2025€16m€1m

€7b

Sep 30 2025n/an/a

€7b

Jun 30 2025n/an/a

€7b

Mar 31 2025n/an/a

€6b

Dec 31 2024€19m€1m

€3b

Sep 30 2024n/an/a

€3b

Jun 30 2024n/an/a

€3b

Mar 31 2024n/an/a

€3b

Dec 31 2023€7m€1m

€4b

Sep 30 2023n/an/a

€3b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€3b

Dec 31 2022€9m€1m

€4b

Sep 30 2022n/an/a

€4b

Jun 30 2022n/an/a

€5b

Mar 31 2022n/an/a

€5b

Dec 31 2021€9m€1m

€7b

Sep 30 2021n/an/a

€6b

Jun 30 2021n/an/a

€6b

Mar 31 2021n/an/a

€5b

Dec 31 2020€10m€1m

€5b

Sep 30 2020n/an/a

€5b

Jun 30 2020n/an/a

€5b

Mar 31 2020n/an/a

€4b

Dec 31 2019€8m€790k

€3b

보상 대 시장: Christian의 총 보수(USD18.96M)는 German 시장에서 비슷한 규모 기업의 평균(USD5.75M)보다 높습니다.

보상과 수익: Christian의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Christian Klein (45 yo)

8.3yrs
재임 기간
€16,245,000
보수

Mr. Christian Klein has been the Chief Executive Officer of SAP SE since April 20, 2020 and its Member of Executive Board since January 1, 2018. Mr. Klein serves as Member of Supervisory Board at adidas AG...

리더십 팀

이름직위재임 기간보수지분
Christian Klein
CEO & Member of Executive Board8.3yrs€16.25m데이터 없음
Lars Lamade
Head of Global Sponsorships & Deputy Chairperson of the Supervisory Board9.3yrs€290.00k데이터 없음
Dominik Asam
CFO & Member of Executive Board3.2yrs€2.53m데이터 없음
Thomas Saueressig
Member of Executive Board6.5yrs€7.05m데이터 없음
Sebastian Steinhaeuser
Chief Strategy Officer & COO and Member of Executive Board2.3yrs€2.13m데이터 없음
Gina Vargiu-Breuer
Chief People Officer2.3yrs€2.53m데이터 없음
Muhammad Alam
Lead Product Engineering & Member of Executive Board2.1yrs€2.25m데이터 없음
Andreas Hahn
Chairperson of Works Council Europe & Works Council Europe Rep Member of Supervisory Boardno data€235.00k데이터 없음
Jakub Cerny
Demand Manager & Works Council Europe Representative Member of Supervisory Boardno data€235.00k데이터 없음
Pascal Demat
Solution Advisor HCM & Works Council Europe Representative Member of Supervisory Boardno data€235.00k데이터 없음
Nina Strabner
Head of People Transformation Management & Works Council Europe Rep Member of Supervisory Board1.3yrs€285.00k데이터 없음
Hasso Plattner
Co-Founderno data€179.20k데이터 없음
2.8yrs
평균 재임 기간
48yo
평균 나이

경험이 풍부한 관리: SAP의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.8 년).

이사회 구성원

이름직위재임 기간보수지분
Lars Lamade
Head of Global Sponsorships & Deputy Chairperson of the Supervisory Board24.1yrs€290.00k데이터 없음
Andreas Hahn
Chairperson of Works Council Europe & Works Council Europe Rep Member of Supervisory Board2.1yrs€235.00k데이터 없음
Jakub Cerny
Demand Manager & Works Council Europe Representative Member of Supervisory Board2.1yrs€235.00k데이터 없음
Pascal Demat
Solution Advisor HCM & Works Council Europe Representative Member of Supervisory Board2.1yrs€235.00k데이터 없음
Nina Strabner
Head of People Transformation Management & Works Council Europe Rep Member of Supervisory Board2.1yrs€285.00k데이터 없음
Marielle Ehrmann
SVP, Chief Securityless than a year데이터 없음데이터 없음
Pekka Ala-Pietilae
Independent Chair of Supervisory Board2yrs€600.00k데이터 없음
Gerhard Oswald
Independent Supervisory Board Member7.3yrs€285.00k데이터 없음
Xin-Zhe Li
Independent Member of Supervisory Board4yrs€295.00k데이터 없음
Rouven Westphal
Independent Member of Supervisory Board5yrs€285.00k데이터 없음
Friederike Rotsch
Independent Member of Supervisory Board8yrs€385.00k데이터 없음
Aicha Evans
Independent Member of Supervisory Board8.8yrs€285.00k데이터 없음
3.0yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 이사회: SAP의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/14 13:18
종가2026/05/14 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

SAP SE는 65명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company
Knut WollerBaader Helvea Equity Research