We came across a bullish thesis on SAP SE on Cas and DualEdge Invest’s Substack. In this article, we will summarize the bulls’ thesis on SAP. SAP SE’s share was trading at $241.75 as of November 28th. SAP’s trailing and forward P/E were 34.56 and 28.49 respectively according to Yahoo Finance.

Computer with charts
SAP, Europe’s largest software company by market capitalization at ~€288 billion, has transformed from a legacy licensing titan into a subscription-driven,...




