SAP SE Stock Price

SAP SE – Buffett-Style Research Report (Q2 2025) Ticker: SAP (XETRA) | Marktwert: ~€307 Mrd | Aktueller Kurs: €256 Sektor: Software & Cloud-Lösungen | Währung: EUR 1. Executive Summary SAP SE zeigt in Q2 2025 starke operative Kennzahlen, vor allem im Cloud-Segment (+24 % Umsatzwachstum, +28 % währungsbereinigt).Read more

In the world of enterprise software, few names carry as much weight as SAP. What started as a small German startup has evolved into the largest publicly listed company in Europe by market capitalization.Read more

☁️ Business Overview Key Metrics Total: 8/17 +2 ✅✅ Projected Operating Margin: 32.95% +1 ✅ Projected 5-Year Revenue CAGR: 12.76% +0 ⚠️ Last 5-Year ROIC: 8.80% -2 ❌❌ Estimated Cost of Capital: 9.01% (greater than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -0.21% +2 ✅✅ Projected 5-Year EPS CAGR: 22.90% +1 ✅ Projected 5-Year Dividend CAGR: 11.02% +1 ✅ Moody's Rating: A1 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium SAP is a good company with a wide moat , very high margins and solid growth overall. However the fact that the ROIC 5 Year Average is less than its estimated cost of capital should be something to watch out for because it could mean that the company is destroying value and given its revenue growth, at an accelerated pace.Read more

Key Takeaways Driving deeper customer integration and higher recurring revenue through rapid AI adoption and transition to cloud offerings, boosting margin expansion and earnings visibility. Expanding market reach and topline growth via strategic partnerships, digitalization trends, and internal productivity gains enabling scalable, sustainable profit improvement.Read more

Key Takeaways Surging cloud and AI-driven products, supported by global partnerships and regulatory demand, position SAP for outsized, sustainable growth and expanding high-margin revenue streams. Efficiency gains and automation are driving margin expansion, with management signaling potential long-term profitability well above current market expectations.Read more

Key Takeaways Intensifying competition from cloud-native and specialized SaaS solutions threatens SAP's pricing power, differentiation, and market share, reducing cross-selling potential and revenue growth. Migration to subscription cloud and rapid AI integration bring execution risks, cost pressures, and complexity, negatively impacting margins and long-term scalability.Read more