Showing posts with label SAP. Show all posts
Showing posts with label SAP. Show all posts

Thursday, 5 May 2016

Analysis of SAP 2016


SAP, a German software & service company

Company: SAP 

ISIN DE0007164600 | WKN 716460 

Business: A German software and software related services company. They seem to have a difficult identity crises at the moment have two business lines: Services and the second is Cloud and Software. Cloud and Software have two business lines underneath it and those are: Cloud subscriptions and Support and the second one is Software licenses and Support. But wait... Software licenses and Support ALSO have categories underneath it namely Software licenses and the second one is Software support. Well done SAP. I also very much enjoy how your CEO is greeting the not shareholders but stakeholders with his sunglasses on inside the board room as if it would be a beach in Florida or something. Hopefully there is a medical reason behind it because otherwise...

Active: 190 countries world wide. 

P/E: 28.1

Saturday, 23 May 2015

Analysis of SAP 2015


SAP, a German software company

Company: SAP

ISIN DE0007164600 | WKN 716460 

Business: A German software and software related services company. They divide themselves in three business unites (at least for financial reports): Cloud subscriptions and support, Software licenses and finally Software support. They are also making around 19% of their revenue from something outside of these three business units.

Active: 190 countries world wide.

P/E: 23.6

Tuesday, 24 June 2014

Analysis of SAP 2014


SAP, a German software and big data solutions company


Company: SAP

Business: A German software and software related services company. They are currently offering five lines of products: Business Application, Database & Technology, Analytics, Cloud and finally Mobile. By reading their own explanations for what their products could do I must say that the language was non descriptive and weak. Happily they do business to business sales.

Active: Customers in 188 countries and employees in 130 of those. They have 3.8 customers per employee.

P/E: 21.0

Thursday, 24 October 2013

Analysis of SAP


A German software and service company


Company: SAP

Business: A German software and software related services company that are dividing themselves into five units: Software, Support, Cloud, Consulting and Other services. The biggest revenue source is from Support with 51%.

Active: They are active in 188 countries and are servicing over 251,000 clients (which is companies and institutes).

P/E: 24.9