企業プロフィール · Technology

SAP SE

SAP · XETRA
取引所
XETRA
国 / 地域
Germany
上場日
1998年4月9日
従業員数
111,038
公式サイト
www.sap.com
現在値
134.14
リアルタイム · 2026年6月22日
妥当買付価格
≤ €101
安全マージンの起点
ベイリー成長スコア
45/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 €134.14 リアルタイム · 妥当な本源的価値レンジ内

総合バリュエーションレンジ · 保守的 €95–€101 / 妥当 €129–€175 / 楽観的 €194–€210。€134.14 時点で 妥当な本源的価値レンジ内。

レポート公開時 €132.28(2026年6月26日)

2026年5月13日 Product Needs review

SAP unveils Autonomous Enterprise AI suite at Sapphire

SAP unveiled Autonomous Enterprise, combining Business AI Platform and Autonomous Suite for agent-driven enterprise automation.

Possible impact:May affect expectations for SAP's ability to defend enterprise software value amid AI disruption.

TechRadarView source
2026年5月6日 M&A Needs review

SAP plans to acquire Dremio and Prior Labs

SAP plans to acquire Dremio and Prior Labs to strengthen data infrastructure and structured-data AI capabilities.

Possible impact:May affect expectations for SAP's enterprise AI strategy, investment intensity and acquisition integration.

ChannelProView source
2026年4月24日 Earnings Needs review

SAP Q1 profit and revenue beat estimates

SAP's first-quarter revenue and operating profit beat estimates, with current cloud backlog reaching €21.9 billion.

Possible impact:May affect expectations for cloud resilience, margins and delivery against full-year guidance.

Investor's Business DailyView source

Automatically summarized from public sources; for context only, not investment advice.

時価総額€1566.16億
売上高(TTM)€373.42億
EBITDA€116.04億
純利益率19.58%
ROE16.35%
PER (TTM)21.5
予想PER18.32
PEG1.35
EPS€6.24
配当利回り1.85%
52週レンジ€132.24 – €264.85

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide. It offers SAP Business AI; SAP S/4HANA that provides software capabilities for finance, risk and project management, procurement, manufacturing, supply chain and asset management, and research and development; SAP SuccessFactors solutions for human resources, including HR, time, payroll, talent and employee experience management, and analytics and planning; and spend management solutions that covers direct and indirect spend, travel and expense, and external workforce management. The company also provides SAP customer experience solutions; SAP Business Technology platform that enables customers and partners to build, integrate, and automate applications; and SAP Business Network, a business-to-business collaboration platform that helps digitalize key business processes across the supply chain and enables communication between trading partners. In addition, it offers SAP Signavio to help customers to discover, analyze, and understand business process operations; industry solutions that provide customers and partners with industry-specific solutions; and SAP LeanIX to visualize enterprise architecture, assess interdependencies and the potential impact of IT modernization, and manage the transition toward the target landscape. Further, the company provides WalkMe to execute workflows; SAP Enable Now, which offers e-learning content embedded in SAP workflows; Taulia solutions for working capital management; and sustainability solutions and services. Additionally, it provides services and support solutions. The company has a strategic collaboration with Fresenius SE & Co. KGaA and Avelios Medical GmbH for the development of a cloud-native, hospital information system that enables digitalization of clinical and administrative processes with AI integration. SAP SE was founded in 1972 and is headquartered in Walldorf, Germany.

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