SAP SE, headquartered in Walldorf, Germany, is one of the world’s leading providers of enterprise application software. Founded in 1972 by five former IBM engineers—Dietmar Hopp, Hasso Plattner, Klaus Tschira, Claus Wellenreuther, and Hans-Werner Hector—SAP initially focused on developing real-time data processing solutions.
Shopify provides software and services that help merchants start, run and grow businesses. Founded in 2006 and headquartered in Ottawa, it operates a commerce platform that merchants use to sell online, in physical stores and through other channels, including social media and AI platforms.
Uber is a technology platform that connects people and businesses with providers of transportation, delivery and logistics services. Founded in 2009, it is headquartered in San Francisco and led by chief executive Dara Khosrowshahi.
Automatic Data Processing, or ADP, helps employers manage payroll and other parts of the employee lifecycle. Its customers range from one-person businesses to large multinational enterprises.
Market cap$121.3B
Revenue growth (Q)+6.10%
EPS growth (Q)+13.7%
FCF growth (Q)−4.05%
Revenue growth (next yr)+6.09%
Net margin20.3%
ROE78.9%
P/E26.8×
Forward P/E24.5×
P/FCF25.3×
Dividend yield2.24%
Insider ownership0.63%
Insider buys / sells (12M)$0.7M/$21.4M
Reported
FY2023
FY2024
FY2025
FY2026
TTM
Revenue
$18.0B
$19.2B
$20.6B
$21.9B
$22.3B
EPS
$8.21
$9.10
$9.98
$10.94
$11.28
Free cash flow
$3.6B
$3.6B
$4.4B
$4.8B
$4.8B
Net debt
$905.5M
−$306.1M
−$3.9B
$734.0M
$1.7B
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