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 2. Stocks
 3. SAP SE ADR


SAP SE ADR SAP

Morningstar Rating
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Stock XNYS Rating as of Sep 3, 2024

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 * Summary
 * Chart
 * News
 * Price vs Fair Value
 * Sustainability
 * Trailing Returns
 * Financials
 * Valuation
 * Operating Performance
 * Dividends
 * Ownership
 * Executive


$215.33 −1.13 (0.52%)
View Full Chart
As of Sep 4, 2024 8:10am Cboe BZX Real-Time Price Open
219.00
218.00
217.00
216.00
215.00
214.00
04 AM
05 AM
06 AM
07 AM
08 AM
09 AM

Previous Close Price

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COMPANY REPORT


View Archive


SAP'S SWITCHING COSTS ARE VULNERABLE AMID CLOUD TRANSITION

Julie Bhusal Sharma Jul 23, 2024

SAP is a best-in-breed enterprise resource planning provider and holds dominant
market share in global ERP software. However, SAP is phasing out its support of
its on-premises ERP software such that by 2040 all of its ERP customers will
need to shift to a cloud solution. We think that this vulnerability is a
significant threat to SAP’s switching costs, as competitors like Workday offer
compelling cloud ERP solutions, while forced migration opens up opportunity to
question a company’s best fit for ERP needs. In turn, we believe SAP’s narrow
moat, derived from its switching costs, is trending negative. However, it is
still early in SAP's transition of on-premises users to the cloud, which leads
us to believe its negative trend could be prolonged.

Read Full Report
PRICE VS FAIR VALUE


View History
SAP is trading at a 16% premium.
Price
$216.49
Sep 3, 2024
Fair Value
$396.00
Jul 22, 2024
Uncertainty
Medium


1-Star Price $673.40
5-Star Price $434.40
Economic Moat Mdvvlxl
Capital Allocation Ytq
Terms

BULLS SAY, BEARS SAY





BULLS

> SAP should be able to migrate the majority of its on-premises ERP customers to
> S/4HANA while continuing to add hefty net new customers to the platform.


BEARS

> SAP’s S/4HANA mandated transition could cause even greater customer churn as
> customers are forced to reassess their ERP and database providers.

Show More
Is it the right time to buy, sell, or hold?
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you make more informed decisions about your investments. 
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NEWS

View All


 * SAP EXECUTIVES TO PARTICIPATE IN UPCOMING INVESTOR EVENT
   
   PR Newswire Sep 3, 2024 11:00pm


 * SAP TECHNOLOGY CHIEF TO LEAVE OVER INAPPROPRIATE BEHAVIOR — UPDATE
   
   Global News Select Sep 2, 2024 11:41pm


 * SAP'S CHIEF TECHNOLOGY OFFICER JUERGEN MUELLER TO LEAVE AFTER REACHING
   AGREEMENT
   
   Global News Select Sep 2, 2024 10:35pm


 * JÜRGEN MÜLLER TO LEAVE SAP EXECUTIVE BOARD
   
   PR Newswire Sep 2, 2024 9:41pm


 * SUSTAINABLE IMPACT THROUGH CROSS-SECTOR PARTNERSHIP
   
   Accesswire Aug 14, 2024 7:45am


 * XEROX SELECTS RISE WITH SAP TO TRANSFORM ENTERPRISE ARCHITECTURE
   
   PR Newswire Aug 7, 2024 3:00am


 * SAPPI’S 2024 ‘EMPLOYEE IDEAS THAT MATTER’ WINNERS DRIVE POSITIVE IMPACT
   ACROSS LOCAL COMMUNITIES
   
   Accesswire Aug 1, 2024 3:15am


 * SCOTT RUSSELL AND JULIA WHITE TO LEAVE SAP EXECUTIVE BOARD
   
   PR Newswire Jul 29, 2024 9:15pm


TRADING INFORMATION


Previous Close Price $216.46
Day Range
$213.53–216.21

52-Week Range
$126.80–221.20

Bid/Ask $215.14 / $215.86
Market Cap $251.06 Bil
Volume/Avg 401,136 / 827,709
Terms

KEY STATISTICS



Price/Earnings (Normalized) 34.19
Price/Sales 7.23
Dividend Yield (Trailing) 1.10%
Dividend Yield (Forward) 1.10%
Total Yield 1.92%
Terms

COMPANY PROFILE


Founded in 1972 by former IBM employees, SAP provides database technology and
enterprise resource planning software to enterprises around the world. Across
more than 180 countries, the company serves 440,000 customers, approximately 80%
of which are small- to medium-size enterprises.
Show More
Sector Technology
Industry Software - Application
Stock Style Box Large Growth
Total Number of Employees 107,602
Website https://www.sap.com
Terms

COMPETITORS


 * Oracle Corp
   
   ORCL
 * Workday Inc Class A
   
   WDAY
 * International Business Machines Corp
   
   IBM

VALUATION

View More
Metric

SAP

ORCL

WDAY
Price/Earnings (Normalized)
34.1925.0539.50
Price/Book Value
5.6644.158.30
Price/Sales
7.237.448.89
Price/Cash Flow
52.6320.5528.19

Price/Earnings

SAP

ORCL

WDAY
4,000.00
2,000.00
0.00
2016
2018
2020
2022
2024

Terms

FINANCIAL STRENGTH


Metric

SAP

ORCL

WDAY
Quick Ratio
0.980.591.92
Current Ratio
1.120.722.04
Interest Coverage
4.864.212.85

Quick Ratio

SAP

ORCL

WDAY
6.00
4.00
2.00
0.00
2016
2018
2020
2022
2024

Terms

PROFITABILITY


Metric

SAP

ORCL

WDAY
Return on Assets (Normalized)
7.96%11.49%17.72%
Return on Equity (Normalized)
13.06%363.05%36.06%
Return on Invested Capital (Normalized)
10.63%19.73%23.31%

Return on Assets

SAP

ORCL

WDAY
20.00
0.00
−20.00
2016
2018
2020
2022
2024

Terms

See how this stock stacks up to its competitors with Morningstar Investor
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SOFTWARE - APPLICATION INDUSTRY COMPARABLES

Screen With Investor
1-Day Chart

Name

Price

Morningstar Rating for Stocks

Capital Allocation

Economic Moat

Market Cap

Salesforce Inc
CRM
$248.15
−0.07 (0.03%)
HjkkvmcmRjbq$237.1 Bil

Intuit Inc
INTU
$624.44
−0.37 (0.06%)
VpjdscqlbCkv$174.7 Bil

ServiceNow Inc
NOW
$833.50
−2.11 (0.25%)
CzpgstwsfyGzrv$172.1 Bil

Uber Technologies Inc
UBER
$71.90
−0.02 (0.03%)
MnxhztjGrxpfz$151.0 Bil

Automatic Data Processing Inc
ADP
$274.68
−0.93 (0.34%)
YpstjsvcsYsvbk$112.4 Bil

Shopify Inc Registered Shs -A- Subord Vtg
SHOP
$70.47
−0.80 (1.12%)
RmwcmmwfDsbt$92.3 Bil

Cadence Design Systems Inc
CDNS
$254.28
−2.09 (0.82%)
TytnbrljnRqjkx$70.2 Bil

Workday Inc Class A
WDAY
$258.32
−1.92 (0.74%)
RtfhvnxmHtb$69.0 Bil

Roper Technologies Inc
ROP
$556.85
+4.40 (0.80%)
JnbtzrxtYyhd$59.2 Bil

Terms




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