Top line accelerating.
+22.1% YoY versus +2.8% prior. 3y CAGR +11.0%.
+22.1%We use cookies
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All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
2 of 3 legendary models say BUY SAP — but Charlie Munger disagrees.
What would legendary investors pay for SAP?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Yes — SAP SE's 16.2% ROE ranks above the S&P 500 median, and D/E 0.63 stays within healthy bounds.
Financial story
Yes — SAP SE's 16.2% ROE shows strong capital efficiency, and its 0.63 debt-to-equity stays within healthy bounds.
Bottom line: SAP is rated BUY by 1 of 3 legendary models, with 2 holding and 0 flagging it overvalued, but earns a C sector grade (56/100) in Technology. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
SAP and KLAC differ on P/E, ROE, and revenue growth. See the full SAP vs KLAC compare matrix.
Buffett, Lynch, and Munger evaluate SAP against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
SAP's P/E ratio is 24.4x. 5-year P/E history is in the financials tab.
2 of 3 legendary models say BUY. Full breakdown by investor and signal is in the valuation tab.
SAP's earnings calendar and history are tracked in the financials tab. Specific dates depend on company-published guidance.
SAP is in the Technology sector. Sector ranking and peer comparison are in the sector tab.
How does SAP compare?
See exactly where SAP ranks
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Sign in to see the rankingSAP sits at #51 in Technology with a C grade (56/100).