SKU: SAP-1 Category:


SAP delivered a mixed set of results in its most recent result with revenues above Wall Street expectations but below-par earnings. It was a good quarter as the company continued to perform well despite macroeconomic uncertainty. SAP’s impressive operating profit growth in Q2 and the strong performance of their cloud business demonstrate the strength of their solutions in addressing customer needs during challenging times. RISE with SAP and GROW with SAP have been well-received offerings, driving significant cross and upsell opportunities across their portfolio. SAP’s approach with SAP Business AI is unmatched in the industry, delivering relevant, reliable, and responsible AI solutions to customers, with plans to introduce new premium RISE offerings and an uplift of up to 30% in the fall. SAP further launched a ledger-based account, Green Ledger, to quantify the carbon footprint of businesses struggling to manage emissions in the face of climate change. We give SAP SE ADR a ‘Hold’ rating with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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