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: 1,11,038

Sales by Activity: SAP SE

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

Applications, Technology & Support (ATS)

2.35TCr 2.83TCr 3.12TCr 3.42TCr 3.28TCr

Core Services

- - - - 395.3Cr

Qualtrics

93Cr 142.3Cr - - -

Services

323.4Cr - - - -

Unallocated Other Revenue

18Cr - - - -

Geographical breakdown of sales: SAP SE

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

United States

887Cr 1.08TCr 1.02TCr 1.11TCr 1.15TCr

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

824.6Cr 857.7Cr 908.3Cr 1.02TCr 1.12TCr

Germany

434.3Cr 450.4Cr 492.1Cr 535.9Cr 582.8Cr

Rest of Asia Pacific Japan (Rest of APJ)

298.4Cr 325.3Cr 319.9Cr 340.4Cr 370.7Cr

Rest of Americas

209.9Cr 248.4Cr 255.8Cr 275.2Cr 296.2Cr

Japan

130.1Cr 124.2Cr 124.3Cr 138.8Cr 156.9Cr

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 - 01/02/2024
Chief Operating Officer 41 01/01/2024
Corporate Officer/Principal 51 01/01/2001

Composition of the Board of Directors: SAP SE

Director TitleAgeSince
Director/Board Member 55 01/01/2002
Director/Board Member 72 01/01/2019
Director/Board Member 57 01/07/2017
Director/Board Member 53 17/05/2018
Director/Board Member 48 15/05/2019
Director/Board Member 65 21/12/2020
Director/Board Member 53 12/05/2021
Director/Board Member 59 18/05/2022
Director/Board Member - -
Chairman 69 15/05/2024

Shareholders: SAP SE

NameEquities%Valuation
5.091 %
6,25,48,065 5.091 % 10 676 M €
4.961 %
6,09,45,184 4.961 % 10 402 M €
State Street Global Advisors Ltd.
0.1457 %
17,89,539 0.1457 % 305 M €
Sjunde AP-fonden
0.1247 %
15,31,710 0.1247 % 261 M €
OFI Invest Asset Management SA
0.0897 %
11,01,385 0.0897 % 188 M €
NameEquities%Valuation
XP Allocation Asset Management Ltda.
0.000012 %
151 0.000012 % 25 684 €
NameEquities%Valuation
Fisher Asset Management LLC
1.183 %
1,45,34,441 1.183 % 2 463 M €
Fidelity Management & Research Co. LLC
0.5527 %
67,90,210 0.5527 % 1 151 M €
Eagle Capital Management LLC
0.3373 %
41,43,430 0.3373 % 702 M €
Eaton Vance Management
0.2997 %
36,81,438 0.2997 % 624 M €
Capital Research & Management Co. (International Investors)
0.292 %
35,86,780 0.292 % 608 M €

Holdings: SAP SE

NameEquities%Valuation
6,09,45,184 4.96% 10 402 M $
1,62,83,768 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.($)
+0.92%-8.75%-48.06%+12.35% 19TCr
+1.57%-2.20%+16.94%+93.93% 55TCr
-2.19%-2.25%-58.02%-4.38% 8.98TCr
-3.46%-4.71%-57.77%+556.94% 6.25TCr
+2.60%+2.80%-50.01%-2.59% 3.82TCr
-1.97%-0.22%-50.16%+43.13% 2.47TCr
-4.00%-21.12%-49.20%+14.57% 1.29TCr
-2.85%-13.43%-22.95%+17.46% 1.28TCr
-4.40%-4.19%-41.45%+59.84% 1.06TCr
+0.70%-4.40%-34.22%+3.85% 1.04TCr
Average -0.66%-5.60%-39.49%+79.51% 9.94TCr
Weighted average by Cap. +0.39%-1.97%-13.48%+90.57%
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
27
Last Close Price
136.26EUR
Average target price
216.48EUR
Spread / Average Target
+58.87%

Quarterly revenue - Rate of surprise