SAP.DE · SAP SE
DAX · EURO STOXX 50 · XETRA
Risiko 3/10 · Cloud ERP Compounder · €159.24 ▲ 5.26%
Kennzahlen
- Price €159.24
- Market cap €185.9B
- P/E (ttm) 23.8
- Div yield 1.65%
- 52-wk range €127.50 – €258.70
Wichtigste Risiken
- Cloud migration drag (Revenue mix & near-term margins) — MED
- Competitive pressure (Oracle, Salesforce) (Market share in cloud-native segments) — MED
- FX exposure (EUR-reported earnings vs. USD/global revenue) — LOW
- Valuation re-rating (Shareholder returns if growth slows) — LOW
Fazit
Best-in-class moat in enterprise software; cloud transition on track makes this a low-risk compounder at the right price.
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