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: 111,038

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 10/10/2019
Director of Finance/CFO 57 06/03/2023
Chief Tech/Sci/R&D Officer - 31/01/2024
Chief Operating Officer 41 31/12/2023
Corporate Officer/Principal 51 31/12/2000

Composition of the Board of Directors: SAP SE

Director TitleAgeSince
Director/Board Member 55 31/12/2001
Director/Board Member 72 31/12/2018
Director/Board Member 57 30/06/2017
Director/Board Member 53 16/05/2018
Director/Board Member 48 14/05/2019
Director/Board Member 65 20/12/2020
Director/Board Member 53 11/05/2021
Director/Board Member 59 17/05/2022
Director/Board Member - -
Chairman 69 14/05/2024

Shareholders: SAP SE

NameEquities%Valuation
5.091 %
62,548,065 5.091 % 10 676 M €
4.961 %
60,945,184 4.961 % 10 402 M €
The Vanguard Group, Inc.
0.6161 %
7,568,666 0.6161 % 1 292 M €
State Street Global Advisors Ltd.
0.1457 %
1,789,539 0.1457 % 305 M €
Sjunde AP-fonden
0.1247 %
1,531,710 0.1247 % 261 M €
NameEquities%Valuation
XP Allocation Asset Management Ltda.
0.000012 %
151 0.000012 % 25 684 €
NameEquities%Valuation
Fisher Asset Management LLC
1.183 %
14,534,441 1.183 % 2 463 M €
Fidelity Management & Research Co. LLC
0.5527 %
6,790,210 0.5527 % 1 151 M €
Eagle Capital Management LLC
0.3373 %
4,143,430 0.3373 % 702 M €
Eaton Vance Management
0.2997 %
3,681,438 0.2997 % 624 M €
Capital Research & Management Co. (International Investors)
0.292 %
3,586,780 0.292 % 608 M €

Holdings: SAP SE

NameEquities%Valuation
60,945,184 4.96% 10 402 M $
16,283,768 1.35% 21 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)

Group companies: SAP SE

NameCategory and Sector
SAP Cyprus Ltd.
SAP Cyprus Ltd.
Packaged Software
Packaged Software
Packaged Software

Enterprise Software

Change 5d. change 1-year change 3-years change Capi.($)
-4.31%-8.75%-48.06%+13.23% 195B
+2.19%-1.79%+17.43%+95.93% 537B
-1.75%-1.83%-57.84%-5.62% 91.79B
-2.52%-3.46%-57.22%+538.41% 64.72B
+2.70%+2.31%-50.25%-6.62% 37.14B
-1.83%-0.28%-50.19%+40.72% 25.19B
-3.68%-20.59%-48.86%+15.70% 13.48B
-2.91%-13.50%-23.00%+14.75% 13.17B
-4.26%-3.88%-41.26%+57.09% 11.12B
-3.55%-4.40%-34.22%+4.33% 10.78B
Average -2.05%-3.79%-39.35%+76.79% 99.97B
Weighted average by Cap. +0.01%+2.61%-13.94%+90.35%
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
27
Last Close Price
142.40EUR
Average target price
216.48EUR
Spread / Average Target
+52.02%

Quarterly revenue - Rate of surprise