Summary
This prediction ended on 06.07.24 with a price of €188.72. With a performance of 4.53%, the BUY prediction by Traumtanz for SAP SE closed with a slight gain. Traumtanz has a follow-up prediction for SAP SE where he still thinks SAP SE is a Buy. Traumtanz has 50% into this predictionSAP is a multinational software corporation based in Germany that specializes in enterprise software to manage business operations and customer relations. It provides software solutions for a range of areas including financial management, logistics, human resources, and procurement. With over 440,000 customers worldwide, SAP is considered one of the largest software companies in the world in terms of revenue and market capitalization. It is listed on several stock exchanges, including the Frankfurt Stock Exchange and the New York Stock Exchange, under the ticker symbol SAPGF.
Performance without dividends (%)
| Name | 1w | 1m |
|---|---|---|
| SAP SE | 16.268% | 16.268% |
| iShares Core DAX® | 5.072% | 0.246% |
| iShares Nasdaq 100 | 7.282% | -3.087% |
| iShares Nikkei 225® | 3.502% | -0.289% |
| iShares S&P 500 | 5.522% | -4.797% |
According to Traumtanz what are the pros and cons of SAP SE for the foreseeable future?
Pros
Small cyclical dependencies
Known brand
Future proof or reliable business model
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
High dividend yield expected
positive Cash Flow expected
Good rating
Standard Investments for future growth
Valuable balance sheet
ROE higher than 10% per year
Normal challenges to pay loans and raise capital
Capable Management
Good culture
Innovative
Some uniques
Differentiated customer and product portfolio
Growths faster than the competition
Medium risks for its business
Top 10 in its market
Sustainability is important
Stable Large shareholder and/or long term investor
Cons
Comments by Traumtanz for this prediction
In the thread SAP SE diskutieren
Buy mit Kursziel 188,0
