SAP SE SAP
Enterprise Software Application Software B2B SaaS Mature SaaS

SAP SE trades at 5.5x EV/NTM revenue on a $272.16B enterprise value. Revenue grew 9.4% year over year to $9.88B in the quarter ending June 2026, an annual run rate of $39.51B. SAP SE reports a 73.2% gross margin and 27.3-month CAC payback.

ARR ($M)
39512
Net Dollar Retention
--
ARR Growth
9.4%
EV / NTM Revenue
5.5x
Payback Period
27.3
EV / Run Rate
6.9x
Price & Key Metrics
Price Performance
Company Details
Share Price: 221.54
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 1972
IPO Year: 1995
% of 52 wk High: 79%
Description
SAP is used as a full enterprise resource planning (erp) software which helps with financials, distribution, manufacturing, project management and customer relationship management (crm).
Categories
Enterprise Software Application Software B2B SaaS Mature SaaS
Valuation
Market Cap: 272,161.89
Enterprise Value: 272,157.89
EV / Revenue Run Rate: 6.9x
EV / NTM Revenue: 5.5x
EV / 2026 Revenue Estimates: 5.8x
EV / 2027 Revenue Estimates: 5.2x
EV / 2028 Revenue Estimates: 4.7x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 39,512
ARR Growth %: 9%
ARR/Customer ($K): --
ARR/Employee ($K): 352
Revenue
Revenue Run Rate: 39,512
ARR: 39,512
2026 Revenue Estimates: 47,229
2027 Revenue Estimates: 52,187
2028 Revenue Estimates: 57,842
LTM Revenue: 38,194
Last Year Run Rate: 36,108
Growth
Revenue Growth: 9%
ARR Growth: 9%
Growth Persistence: 106%
2026 Revenue Growth Estimates: 10%
2027 Revenue Growth Estimates: 10%
2028 Revenue Growth Estimates: 11%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is SAP SE growing?

SAP SE grew revenue 9.4% year over year, reaching $9.88B in the quarter ending June 2026.

What multiple does SAP SE trade at?

SAP SE trades at 5.5x EV/NTM revenue and 6.9x EV/run-rate, on an enterprise value of $272.16B.

Is SAP SE profitable?

For SAP SE, operating income was $2.65B last quarter and LTM free cash flow margin is 22.4%.

How long does it take SAP SE to pay back CAC?

SAP SE recovers customer acquisition cost in about 27.3 months.

What sector is SAP SE in?

Public Comps classifies SAP SE under Enterprise Software, Application Software, B2B SaaS, and Mature SaaS.

Where does Public Comps get SAP SE's data?

Figures come from SAP SE's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.