Companies / Technology / SAP SE
SAP

SAP SE

TechnologyPrepackaged Software
Ticker SAPWALLDORF, 2MFiscal year ends December
Fiscal year 2025 · ends 12-31Changes are against fiscal 2024
Revenue
$36.80B
+7.7% year over year
Net income
$7.33B
+132.6% year over year
Return on equity
16.06%
+9.2 percentage points
Shares outstanding

Margins and return on equity change in percentage points; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. On smaller screens the strip keeps revenue, net income, return on equity and shares; the rest are on the Financials tab.

What SAP SE does

In the company’s own words

SAP SE (NYSE: SAP) is a European software company headquartered in Germany that provides enterprise resource planning and business management solutions to organizations worldwide. The company operates through its website at www.sap.com and serves as a leading provider of cloud-based and on-premise software applications designed to help businesses manage their operations and customer relationships.

The company's core business centers on cloud and software solutions, with cloud revenue representing the largest revenue stream, followed by software support revenue and software license revenue. SAP's product portfolio includes flagship offerings such as SAP S/4HANA Cloud, SAP SuccessFactors for human capital management, SAP Ariba for procurement, SAP Concur for expense management, and the SAP Business Technology Platform. The company also provides implementation services and maintains a robust partner ecosystem to support customer deployments.

SAP organizes its business around solution areas that address key enterprise functions including enterprise resource planning, human resources, supply chain management, customer experience, and business process transformation. The company's Cloud ERP Suite represents a strategic focus area, integrating core ERP solutions with complementary offerings in people and culture, payroll, spend management, commerce, and working capital management.

The company operates globally with significant presence across multiple geographic regions and serves customers ranging from small businesses to large multinational enterprises. SAP employs thousands of professionals across development, sales, marketing, delivery, and administrative functions worldwide. The company has built its competitive position through continuous innovation, strategic acquisitions that have expanded its solution portfolio, and investments in cloud infrastructure and artificial intelligence capabilities.

SAP's business model emphasizes recurring revenue streams through subscription-based cloud services and software support contracts, providing predictable cash flows. The company measures performance through key metrics including cloud revenue growth, current cloud backlog, operating profit, and free cash flow, while also tracking non-financial performance indicators such as customer satisfaction, employee engagement, and greenhouse gas emissions as part of its sustainability commitments.

Details
Sector
Technology
Industry
Prepackaged Software
Headquarters
WALLDORF, 2M
Fiscal year end
December
CIK
1000184
SIC
7372
Ownership

Who owns SAP SE — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

3 of 35
superinvestors hold it

Superinvestors in SAP SE · what they did last quarter

Ruane CunniffINCREASED +64.9%
Ruane, Cunniff & Goldfarb (Sequoia)
3.0%
Polen CapitalDECREASED -56.8%
Polen Capital Management
<0.1%
Bill NygrenINCREASED +15.1%
Harris Associates (Oakmark)
<0.1%

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Per-class fund ownership could not be resolved for this company.

Could not be determined for this company: fund holders, bond issues, share ownership percentage.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Financial performance, year by year

Fiscal 2019–2025 · USD
$-3.68B$7.36B$18.40B$29.44B$40.48B2019202020212022202320242025

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

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