SAP: Forget The 'F' Valuation, This Is A 'Buy'

Jun. 11, 2025 2:59 PM ETSAP SE (SAP) Stock, SAPGF Stock, , , ,
(11min)

Summary

  • SAP SE has reinvented itself with aggressive cloud investments, driving double-digit revenue growth and a 60% surge in operating profit.
  • The new Business Data Cloud and AI partnership with Mistral and Capgemini position SAP for long-term growth, especially in regulated industries.
  • SAP's premium valuation is justified by its growth, profitability, and momentum compared to peers like Microsoft, Oracle, and Salesforce.
  • Despite macroeconomic risks, SAP's strong fundamentals and strategic initiatives make it a compelling Buy for long-term investors.

logo SAP SE enterprise software development, German multinational software company, International Business Expansion, sustainable development in Technology, Frankfurt, Germany - September 1, 2024

Victor Golmer

In a world where software has become king, there are countless options to choose from. However, a handful of software companies stand out from the rest. They've grown to massive scale, and they cater to what many investors would consider the best

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