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SAP SE (ETR:SAP)

Software
Tecnología
growth
dividend achiever

SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide. It offers 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 their business process operations; industry solutions that provides customers and partners with industry-specific solutions; and SAP LeanIX to visualize their as-is enterprise architecture, assess interdependencies and the potential impact of IT modernization, and manage the transition toward the target landscape with established practices and a detailed roadmap. Further, the company provides WalkMe to execute workflows across various number of applications; SAP Enable Now, which offers e-learning content embedded in SAP workflows; Taulia solutions for working capital management to help businesses create and deliver the right cash flow strategy, and the flexibility to adjust it to meet liquidity challenges; and sustainability solutions and services. Additionally, it provides services and support solutions. SAP SE was founded in 1972 and is headquartered in Walldorf, Germany.

Precio Actual

€212.50
+1.12% vs día anterior

Capitalización

352B

Desviación

+12.70%

Y/Y Growth

11.8%

EBIT Margin

29.6%

ROIC

10%

PEG Ratio

2.1

ROE

12.3%

3Y EPS Growth

13.8%

Dividend Yield

1.11%

Net Debt / EBITDA

-0.2x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
11.6%
CAGR EV/FCF (2025):
-11.3%
CAGR Prom.:
7.9%
CAGR P/E:
9.5%
CAGR EV/EBITDA: 4.8%
CAGR EV/EBIT: 5.6%
Precio de compra para +15%:
€165.37

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
29x
(Fair: 36x)
EV/FCF
29x
EV/EBITDA
15x
EV/EBIT
17x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
35x
Fair P/E
36x
CAGR EV/FCF
Tu Múltiplo: 29x
11.6%
15.9%
16.6%
CAGR P/E
Tu Múltiplo: 29x
9.5%
13.7%
14.3%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-172.21%
Media vs. Gold
+0.18%
Media vs. Bono USA 7-10y
+15.67%
Media vs. Bono USA 1-3y
+15.12%
Media vs. Bono USA 20+y
+17.25%
Media vs. Dow Jones
+3.75%
Media vs. S&P 500
+0.88%
Media vs. NASDAQ 100
-4.54%
Media vs. MSCI World
+3.50%
Media vs. Russell 2000
+5.37%
Media vs. STOXX Europe 600
+9.68%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento ETR:SAP
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
-10.92%-1.40%-9.52%57.46%-68.38%4.29%-15.21%0.99%-11.91%0.69%-11.61%13.12%-24.04%16.85%-27.77%22.29%-33.21%20.22%-31.14%12.99%-23.91%13.34%-24.26%
2024
72.05%110.77%-38.72%26.96%+45.10%-3.73%+75.78%0.05%+72.01%-11.17%+83.22%12.80%+59.25%24.01%+48.04%30.78%+41.28%17.88%+54.17%10.80%+61.26%5.50%+66.55%
2023
43.17%153.66%-110.48%11.76%+31.42%-0.15%+43.32%0.98%+42.19%-2.54%+45.72%13.74%+29.43%24.73%+18.44%44.52%-1.35%21.92%+21.25%15.78%+27.39%11.67%+31.50%
2022
-22.42%-65.23%+42.81%0.78%-23.19%-15.93%-6.49%-5.00%-17.42%-31.00%+8.59%-9.40%-13.02%-19.95%-2.46%-33.89%+11.48%-19.70%-2.72%-22.50%+0.08%-13.29%-9.13%
2021
18.59%60.33%-41.74%-6.24%+24.83%-4.15%+22.74%-0.98%+19.57%-5.94%+24.53%20.23%-1.64%28.79%-10.20%23.20%-4.61%21.22%-2.63%15.39%+3.20%21.66%-3.07%
2020
-12.11%301.93%-314.04%23.90%-36.02%8.33%-20.44%2.02%-14.13%15.12%-27.24%6.02%-18.13%15.29%-27.41%41.75%-53.87%12.94%-25.06%18.48%-30.60%-4.64%-7.48%
2019
38.28%88.85%-50.57%17.78%+20.50%5.55%+32.73%1.20%+37.09%10.91%+27.37%21.91%+16.37%28.34%+9.95%34.60%+3.68%25.23%+13.05%23.05%+15.23%23.42%+14.87%
2018
-6.33%-71.79%+65.47%-3.12%-3.21%-0.97%-5.36%-0.24%-6.09%-3.17%-3.15%-6.03%-0.30%-7.01%+0.68%-5.30%-1.02%-11.16%+4.84%-13.00%+6.67%-13.42%+7.10%
2017
11.86%1,184.56%-1,172.70%11.93%-0.07%0.76%+11.10%-0.63%+12.49%6.03%+5.83%24.33%-12.47%18.42%-6.55%27.16%-15.29%19.45%-7.59%12.45%-0.59%7.16%+4.70%
2016
17.33%109.91%-92.58%6.53%+10.80%-1.15%+18.48%-0.02%+17.35%-1.91%+19.24%15.24%+2.09%11.24%+6.09%9.79%+7.54%6.53%+10.80%22.42%-5.09%1.33%+15.99%
Media14.95%187.16%-172.21%14.77%+0.18%-0.71%+15.67%-0.16%+15.12%-2.30%+17.25%11.20%+3.75%14.07%+0.88%19.49%-4.54%11.45%+3.50%9.59%+5.37%5.27%+9.68%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
10/18/202511.8%29.6%-0.2x29x(32x)29x15x17x€188.55€221.57€260.48€294.35€332.61

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 10 años.Dividend Achiever - 10+ años de crecimiento continuo

Dividend Yield Actual
1.11%
Basado en 2025
Crecimiento Promedio
8.26%
CAGR últimos 10 años
Años Consecutivos
9
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2025
Actual
€2.35+6.82%
2024€2.20+7.32%
2023€2.05+5.13%
2022€1.95+5.41%
2021€1.85+17.09%
2020€1.58+5.33%
2019€1.50+7.14%
2018€1.40+12.00%
2017€1.25+8.70%
2016€1.15-
CAGR de Dividendos (2016 - 2025)
8.26%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2024
+72.05%
📉Worst Year
2022
-22.42%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

60%
6 of 10 years positive
Consistency ScoreGood
0%50%70%100%

ETR:SAP shows moderate consistency with positive returns in 60% of years.