SAP delivered better-than-expected third-quarter results with stable 26% current cloud backlog growth, a modest top and bottom line beat versus company-compiled consensus, and a slight upgrade to 2026 guidance. Shares were flat intraday on Oct. 22.
SAP’s transition to the cloud should drive double-digit revenue growth over the next several years.
SAP has had challenges with operational efficiency in the past, which have contributed to its having lower margins than some of its major competitors.
|
Metric
|
SAP
|
ORCL
|
WDAY
|
|---|---|---|---|
Price/Earnings (Normalized) | 30.47 | 15.98 | 19.90 |
Price/Book Value | 5.26 | 6.32 | 7.57 |
Price/Sales | 6.11 | 5.28 | 5.16 |
Price/Cash Flow | 25.20 | 12.43 | 14.98 |
|
Metric
|
SAP
|
ORCL
|
WDAY
|
|---|---|---|---|
Quick Ratio | 0.98 | 1.02 | 0.81 |
Current Ratio | 1.15 | 1.17 | 0.91 |
Interest Coverage | 19.48 | 5.07 | 10.57 |
|
Metric
|
SAP
|
ORCL
|
WDAY
|
|---|---|---|---|
Return on Assets (Normalized) | 10.63% | 9.91% | 16.94% |
Return on Equity (Normalized) | 17.37% | 63.39% | 37.25% |
Return on Invested Capital (Normalized) | 14.14% | 15.17% | 24.04% |
|
1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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United States