Markets

Insider Trading

Hedge Funds

Retirement

Opinion

SAP SE (SAP): A Bull Case Theory 

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.

[caption id="attachment_1312781" align="aligncenter" width="768"] Computer with charts[/caption]

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