Business description: SAP SE

SAP SE (Systeme Anwendungen Produkte) is the world's leader in the development and marketing of integrated software packages. Net sales break down by activity as follows:

- sale of software packages (88.4%): software for financial management, human resource management, customer relations, purchasing, etc. The group also provides maintenance services;

- consulting (11.6%): mainly consulting and training services.

Net sales are distributed geographically as follows: Germany (15.8%), Europe-Middle East-Africa (30.4%), the United States (31.4%), Americas (8%), Japan (4.3%) and Asia-Pacific (10.1%).

Number of employees: 112,019

Sales by Activity: SAP SE

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Applications, Technology & Support (ATS)

23.5B 28.3B 31.21B 34.18B 32.85B

Core Services

- - - - 3.95B

Qualtrics

929M 1.42B - - -

Services

3.23B - - - -

Unallocated Other Revenue

177M - - - -

Geographical breakdown of sales: SAP SE

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

United States

8.87B 10.81B 10.2B 11.06B 11.54B

Rest of Europe, Middle East, and Africa (EMEA)

8.25B 8.58B 9.08B 10.22B 11.2B

Germany

4.34B 4.5B 4.92B 5.36B 5.83B

Rest of Asia Pacific Japan (Rest of APJ)

2.98B 3.25B 3.2B 3.4B 3.71B

Rest of Americas

2.1B 2.48B 2.56B 2.75B 2.96B

Japan

1.3B 1.24B 1.24B 1.39B 1.57B

Executive Committee: SAP SE

Manager TitleAgeSince
Chief Executive Officer 46 11/10/2019
Director of Finance/CFO 57 07/03/2023
Chief Tech/Sci/R&D Officer 39 01/02/2024
Chief Operating Officer 41 01/01/2024
Corporate Officer/Principal 55 01/06/2021

Composition of the Board of Directors: SAP SE

Director TitleAgeSince
Director/Board Member 55 01/01/2002
Director/Board Member 73 01/01/2019
Director/Board Member 46 -
Director/Board Member 57 01/07/2017
Director/Board Member 53 17/05/2018
Director/Board Member 49 15/05/2019
Director/Board Member 65 21/12/2020
Director/Board Member 54 12/05/2021
Director/Board Member 59 18/05/2022
Director/Board Member 57 -

Shareholders: SAP SE

NameStocks%Valuation
Fisher Asset Management LLC
1.215 %
14,931,460 1.215 % 2 742 M $
Eagle Capital Management LLC
0.7033 %
8,640,615 0.7033 % 1 587 M $
Goldman Sachs Wealth Services LP
0.4903 %
6,023,085 0.4903 % 1 106 M $
Capital Research & Management Co. (International Investors)
0.4625 %
5,681,413 0.4625 % 1 043 M $
Eaton Vance Management
0.4458 %
5,476,111 0.4458 % 1 006 M $
NameStocks%Valuation
5.091 %
62,548,065 5.091 % 11 347 M $
4.961 %
60,945,184 4.961 % 11 057 M $
Portika gGmbH
3.647 %
44,798,095 3.647 % 8 127 M $
0.572 %
7,026,680 0.572 % 1 275 M $
0.5422 %
6,660,680 0.5422 % 1 208 M $

Holdings: SAP SE

NameStocks%Valuation
60,945,1844.96% 11 057 M $
16,283,7681.35% 20 M $

Company details: SAP SE

SAP SE

Dietmar-Hopp-Allee 16

69190, Walldorf

+49 6227 7 47474

http://www.sap.com
address SAP SE(SAP N)

Group companies: SAP SE

NameCategory and Sector
SAP Cyprus Ltd.
Packaged Software
Packaged Software
Packaged Software
Information Technology Services

Enterprise Software

Change 5-day change 1-year change 3-year change Capi.($)
+2.49%-2.90%-35.84%+16.60% 407B
-1.53%+0.79%-20.16%+41.75% 247B
-3.67%+8.89%-24.85%+14.69% 148B
-2.13%-0.59%-64.15%+250.64% 47.98B
-0.16%-0.82%-33.35%+7.59% 46.5B
-1.04%-3.70%-27.45%+22.30% 23.84B
+1.67%-7.86%-22.21%+57.20% 19.42B
-4.69%+0.61%-11.60%+123.35% 16.74B
+0.02%-1.11%-24.88%+10.38% 13.74B
Average -1.02%+0.25%-29.39%+60.50% 107.73B
Weighted average by Cap. -0.10%+0.51%-30.41%+36.56%
Trader
Investor
Global
Quality
ESG MSCI
-
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
28
Last Close Price
184.26EUR
Average target price
207.77EUR
Spread / Average Target
+12.76%

Quarterly revenue - Rate of surprise