SAP
SAP SE
Information Technology · Software - Application · NYSE (ADR)
$168.85
Close 2026-05-15
✓ ETHICAL PASS

MODERATE MOAT
HIGH
Data Confidence: 86%
Full financial profile available
Market Cap
$199.1B
Trailing P/E
23.07
Forward P/E
18.13
Rev Growth
+6.0%
Profit Margin
19.6%
ROE
16.4%
Analyst Target
$256.50
Recommendation
BUY
About SAP SE

SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide. It offers SAP Business AI; 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 business process operations; industry solutions that provide customers and partners with industry-specific solutions; and SAP LeanIX to visualize enterprise architecture, assess interdependencies and the potential impact of IT modernization, and manage the transition toward the target landscape. Further, the company provides WalkMe to execute workflows; SAP Enable Now, which offers e-learning content embedded in SAP workflows; Taulia solutions for working capital management; and sustainability solutions and services. Additionally, it provides services and support solutions. SAP SE was founded in 1972 and is headquartered in Walldorf, Germany.

Opportunity Summary
Trading at $169, 51% above fair value of $112. Moderate competitive position. Passes all ethical screens. Ranks better than 45% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio
Cash Ratio
Receivables Ratio
Revenue Ratio
OverallPASS
Score Ethical: 50.0
Score Valuation: 55.0
Score Quality: 68.2
Score Combined: 48.4
Fair Value Est: $111.76 · Margin of Safety: -51.1% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation96.3
Quality79.6
Cash Flow50.0
Moat50.0
Balance Sheet100.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity50.0
Compliance100.0
Tier: BRONZE · Score: 45.9 · Rank: #2912
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-232.01Pending--
2026-04-231.922.01+5.0%
2026-01-291.721.93+12.1%
2025-10-221.741.85+6.0%
2025-07-221.691.76+4.3%
2025-04-211.231.74+41.5%
2025-01-281.491.47-1.6%
2024-10-211.101.34+21.6%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$9.6B$1.9B$3.3B$7.0B$2.8B1.66
2025-12-31$9.7B$1.7B$2.5B$6.9B$2.3B1.58
2025-09-30$9.1B$2.0B$3.4B$6.7B$2.5B1.72
2025-06-30$9.0B$1.7B$3.1B$6.6B$2.5B1.45
2025-03-31$9.0B$1.8B$3.1B$6.6B$2.3B1.52
2024-12-31
Insider Transactions
No insider transaction data.
Top Institutional Holders
HolderSharesValue% Held
Fisher Asset Management, LLC14.5M$2.6B0.0%
Eagle Capital Management LLC7.8M$1.4B0.0%
FMR, LLC6.6M$1.2B0.0%
Capital International Investors5.0M$881.8M0.0%
Shaw D.E. & Co., Inc.4.3M$749.0M0.0%
Morgan Stanley3.6M$636.2M0.0%
Goldman Sachs Group Inc3.3M$580.7M0.0%
Windacre Partnership LLC2.8M$486.0M0.0%
Bank of America Corporation2.0M$355.1M0.0%
Northern Trust Corporation1.4M$251.6M0.0%
Analyst Recommendations
3 Months Ago
3
10
3
16 analysts
2 Months Ago
4
9
3
16 analysts
Last Month
4
9
3
16 analysts
Current
3
10
3
16 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$203.0B
Price/Book
3.93
Beta
0.709
Analysts
12
Total Revenue (TTM)
$37.3B
Total Debt
$7.9B
Earnings Growth
+9.3%
Dividend Yield
1.8%
Rec. Mean
1.56
Short Ratio
2.41
Short % Float
0.0%
Employees
111,038

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Trade Consideration
The Opportunity
Score 48.4 (P70 — top 30.2% of scored tickers). Moderate Moat. Ethical PASS. 12 analysts at Buy.
Price: $168.85 | Target: $256.50 (+52%) | Fair Value: $111.76 (+-34%)
Score
48
Moat
MODERATE
Conviction
Standard
Upside
+52%
The Fundamentals
Revenue Growth+6.0%
Profit Margin19.6%
ROE16.4%
Forward P/E18.1
Market Cap$199.1B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-23$2.01Pending
2026-04-23$1.92$2.01+5.0%
2026-01-29$1.72$1.93+12.1%
2025-10-22$1.74$1.85+6.0%
2025-07-22$1.69$1.76+4.3%
2025-04-21$1.23$1.74+41.5%
Position Sizing Scenarios
Stop: $143.53 (-15%) | Entry: $168.85
SharesCostProfit to TargetR:R
To Consensus ($256.50, 12 analysts)
10$1,688.55+$876.50 (52%)3.5R
50$8,442.75+$4,382.50 (52%)3.5R
100$16,885.50+$8,765.00 (52%)3.5R
To Fair Value ($111.76)
10$1,688.55+$-570.90 (-34%)-2.3R
50$8,442.75+$-2,854.50 (-34%)-2.3R
100$16,885.50+$-5,709.00 (-34%)-2.3R
Risk Factors
  • No elevated risk flags in current data
The Verdict
SAP SE passes all ethical screens and holds a moderate competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
61.9
Risk Grade
LOW_RISK
Layers
8
Quality: CONSISTENT_BEATER,STRONG_EARNINGS_DRIFT
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-2.9%
worst expected daily loss, 19 in 20 days
CVaR 95%
-4.7%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.14
above 1.0 is good
Max Drawdown
-47.7%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
95
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
0.9x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
87.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
SAP.DE0.796
NOW0.575
QQEW0.539
CRM0.534
ADSK0.533
Inverse Correlated
TickerCorrelation
BAES.L-0.180
SUKOON.AE-0.147
017670.KS-0.119
ED-0.118
AYALY-0.118
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Thursday
Best Month
Jun
Worst Month
Mar
Fri-Mon Effect
-0.11436669887581684
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+2.4%
Beat Drift Positive %
71.4%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+1.7%
3M Return
-9.3%
6M Return
-23.8%
12M Return
-40.6%
Momentum Rank
#3805
Momentum Signal
DOWN

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