SAP SEOpportunity Rank #172(SAP) Intrinsic Value & DCF Analysis (2026)
Current Price
$154.81
Last updated: Jul 15, 2026
Price vs Intrinsic Value
Fundamental Score
Weighted across 6 signals
Narrative Score
No change vs previous
Trend Score
As of 2026-07-14
The intrinsic value of SAP SE (SAP) is estimated at $183.37 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $154.81, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 4.22% long-term growth rate and an 8.50% discount rate (calculated: 8.19%), reflecting expected future free cash flow and cost of capital.
The intrinsic value of SAP SE (SAP) is estimated at $183.37 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $154.81, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 4.22% long-term growth rate and an 8.50% discount rate (calculated: 8.19%), reflecting expected future free cash flow and cost of capital.Valuation Details
Capital Efficiency
The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.
Fundamental Details
Narrative Details
Trend Details
Investment Coach
- Price moving to at least a mid-teens discount to fair value.
- Sustained improvement in ROIC versus WACC spread.
- Meaningful shifts in the narrative trend and score direction.
Free Cash Flow (in millions)
How Intrinziq Estimates Fair Value
Intrinziq estimates SAP SE's intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.
SAP SETechnology
SAP SE, founded in Walldorf, Germany, in 1972, is a global provider of diverse software applications, technology, and services. The company's core enterprise resource planning (ERP) platform, SAP S/4HANA, offers robust functionalities for finance, risk management, project execution, procurement, manufacturing, supply chain optimization, asset management, and research and development. For human resources, SAP delivers SuccessFactors solutions, which encompass HR and payroll, talent and employee experience management, and comprehensive people and workforce analytics. Additionally, SAP provides spend management tools designed to handle direct and indirect expenditures, travel and expense reporting, and external workforce administration. SAP further extends its portfolio with customer experience solutions and the SAP Business Technology Platform, empowering both clients and partners to develop, integrate, and automate applications. Its SAP Business Network serves as a crucial business-to-business collaboration platform, digitizing key supply chain processes and facilitating seamless communication among trading partners. The company also offers SAP Signavio for discovering, analyzing, and enhancing business process operations, alongside modular industry-specific cloud solutions. Through Taulia, SAP provides working capital management solutions, helping customers improve liquidity visibility and mitigate the effects of inflation. Completing its extensive offerings, SAP also provides a range of sustainability solutions and services.