SAP SE (SAP) vs Uber Technologies, Inc. (UBER)

SAP SE and Uber Technologies, Inc. are both Software Application companies. SAP SE is the larger, with a market value of $242.9B against $141.9B — 1.7× the size. Uber Technologies, Inc. trades at the lower P/E: 15.0× against 26.4×. Uber Technologies, Inc. grew revenue faster over the last twelve months: 16.7% against 14.1%. SAP SE has the higher net margin (20.4% vs 17.3%) and the higher return on invested capital (14.5% vs 12.0%). Across the 22 metrics below, SAP SE leads on 12 and Uber Technologies, Inc. on 10.

Valuation

Metric SAP UBER Software Application median
P/E 26.37 15.04 24.79
P/S 5.45 2.57 2.67
P/B 4.62 5.02 3.01
Price to free cash flow 23.90 14.02 16.59
EV/EBITDA 18.08 19.86 14.40
EV/Sales 5.42 2.69 2.62
Earnings yield 3.79% 6.65% 0.00%
Free cash flow yield 4.18% 7.14% 1.91%

Profitability

Metric SAP UBER Software Application median
Gross margin 72.77% 42.31% 67.03%
Operating margin 26.74% 12.13% 0.00%
Net margin 20.41% 17.34% 0.00%
Free cash flow margin 22.81% 18.32% 4.32%
Return on equity 18.26% 37.08% 0.00%
Return on assets 10.99% 15.73% 0.00%
Return on invested capital 14.51% 12.00% 0.00%

Growth

Metric SAP UBER Software Application median
Revenue growth (TTM) 14.06% 16.68% 12.40%
EPS growth (last fiscal year) 143.45% 3.73% —
Revenue growth, 5-year CAGR 5.92% 36.10% 13.72%
Net income growth, 5-year CAGR 6.63% 0.00% 0.00%

Health

Metric SAP UBER Software Application median
Debt to equity 0.23 0.45 0.02
Current ratio 1.15 0.84 1.55
Net debt to EBITDA (0.16) 0.36 0.06

Dividend

Metric SAP UBER Software Application median
Dividend yield 1.28% — 1.25%
Payout ratio 1.39 0.00 0.00

Size

Metric SAP UBER Software Application median
Market cap 242.91b 141.86b 396.11m

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