SAP

ACCE-researched
SAP SE ADS
Technology · Software - Application · NYSE · United States
$209.45-1.97%
Market cap $241.7BNext earnings 2026-10-21Updated Sep 20, 2026
FAIR VALUE · CONSENSUS
$209.45+0.0%
confidence-weighted across 4 of 6 models
Now $209.45
$209.45
$58.08$261.46
TrimSilver71
Price vs fair value
32.3% above
-24.4% to fair value
ACCE score
69
out of 100
Analysts
88% buy
16 covering
P/E
27.3x
forward 21.6x
1-year return
-22.4%
Dividend yield
1.40%
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Overview

Reports in 30 days, last quarter missed by 0.1%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

-21.1% · 1Y

Valuation

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Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bullish88% buy · 16 covering analysts
● Strong buy 7● Buy 7● Hold 2● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 67% of peers
low 15.5x27.3xhigh 87.1x
ROEbetter than 67% of peers
low 14%18%high 37%
Div yieldbetter than 100% of peers
low 0.0%1.4%high 1.4%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
SAP.DESAP$242.2B27.418.3%0.131.3%-Compare
CRMSalesforce Inc. Common Stock$195.8B21.819.4%0.240.7%-Compare
SHOPShopify Inc. Class A Subordinate Voting Shares$165.3B86.815.5%0.000.0%-Compare
SHOP.TOShopify$164.7B87.115.5%0.000.0%-Compare
UBERUber Technologies Inc. Common Stock$144.0B15.537.2%0.400.0%-Compare
NOWServiceNow Inc. Common Stock$140.1B84.714.2%0.120.0%-Compare

Sector report card

Where SAP ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 30 days, last quarter missed by 0.1%.

Press releases mentioning this company

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Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.

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Recent performance

1 week
+1.5%
1 month
-2.9%
3 months
+34.9%
6 months
+19.1%
YTD
-13.8%
1 year
-22.4%

SEC filings

8 filings of 31
July 2026
Jul 28
6-KForeign current reportPeriod 2026-07-28
May 2026
May 8
6-KForeign current reportPeriod 2026-05-08
April 2026
Apr 28
6-KForeign current reportPeriod 2026-04-28
5 more filings + AI summaries on Investor+.INVESTOR