SAP Competition Analysis

SAP SE Peer Comparison

Metric	Value	Ranking
Market Cap	$301.0 Billion	2/14	CRM $307.4B	SAP $301.0B	NOW $217.2B	INTU $174.0B	SHOP $134.7B	CDNS $82.5B	WDAY $66.4B	TEAM $65.4B	ADSK $62.6B	ROP $55.5B	SNOW $54.7B	ZM $24.6B	TYL $24.5B	PTC $22.3B
Gross Margin	73%	10/14	CDNS 100%	WDAY 100%	ADSK 91%	TEAM 82%	PTC 82%	NOW 79%	CRM 78%	INTU 76%	ZM 76%	SAP 73%	ROP 69%	SNOW 67%	SHOP 52%	TYL 44%
Profit Margin	17%	8/14	SHOP 38%	CRM 37%	ROP 21%	CDNS 20%	PTC 20%	ADSK 18%	ZM 18%	SAP 17%	NOW 15%	TYL 14%	WDAY 9%	INTU 6%	TEAM -10%	SNOW -34%
EBITDA margin	32%	1/14	SAP 32%	PTC 31%	ADSK 22%	ZM 16%	NOW 15%	CDNS 15%	TYL 15%	SHOP 13%	INTU 8%	WDAY 1%	CRM 0%	TEAM -3%	ROP -9%	SNOW -43%
Quarterly Revenue	$9.3 Billion	2/14	CRM $9.4B	SAP $9.3B	INTU $3.3B	NOW $2.8B	WDAY $2.2B	SHOP $2.2B	ROP $1.8B	ADSK $1.6B	CDNS $1.2B	TEAM $1.2B	ZM $1.2B	SNOW $942.1M	PTC $626.5M	TYL $543.3M
Quarterly Earnings	$1.6 Billion	2/14	CRM $3.4B	SAP $1.6B	SHOP $828.0M	NOW $432.0M	ROP $367.9M	ADSK $275.0M	CDNS $238.1M	ZM $207.1M	INTU $197.0M	WDAY $193.0M	PTC $126.5M	TYL $75.9M	TEAM -$123.8M	SNOW -$324.3M
Quarterly Free Cash Flow	$1.4 Billion	2/14	CRM $1.8B	SAP $1.4B	NOW $1.1B	ROP $791.8M	ZM $457.7M	SHOP $421.0M	CDNS $383.5M	WDAY $359.0M	INTU $329.0M	TYL $294.1M	ADSK $238.0M	PTC $93.6M	SNOW $88.3M	TEAM $74.3M
Trailing 4 Quarters Revenue	$36.6 Billion	2/14	CRM $37.2B	SAP $36.6B	INTU $16.6B	NOW $10.5B	SHOP $8.2B	WDAY $8.2B	ROP $6.8B	ADSK $5.8B	ZM $4.6B	TEAM $4.6B	CDNS $4.4B	SNOW $3.4B	PTC $2.3B	TYL $2.1B
Trailing 4 Quarters Earnings	$3.0 Billion	2/14	CRM $9.4B	SAP $9.3B	INTU $3.3B	NOW $2.8B	WDAY $2.2B	SHOP $2.2B	ROP $1.8B	ADSK $1.6B	CDNS $1.2B	TEAM $1.2B	ZM $1.2B	SNOW $942.1M	PTC $626.5M	TYL $543.3M
Quarterly Earnings Growth	14%	8/14	CRM 182%	PTC 177%	NOW 79%	WDAY 70%	TYL 61%	ZM 47%	SHOP 15%	SAP 14%	ADSK 14%	ROP 6%	CDNS -6%	INTU -18%	SNOW -51%	TEAM -288%
Annual Earnings Growth	-76%	13/14	INTU 475%	WDAY 363%	SHOP 143%	PTC 64%	CRM 56%	ZM 37%	TYL 22%	ADSK 20%	CDNS 13%	ROP 2%	SNOW -26%	NOW -60%	SAP -76%	TEAM -88%
Quarterly Revenue Growth	9%	12/14	SNOW 28%	SHOP 26%	NOW 22%	TEAM 21%	CDNS 19%	WDAY 16%	PTC 15%	ROP 13%	ADSK 11%	INTU 10%	TYL 10%	SAP 9%	CRM 8%	ZM 4%
Annual Revenue Growth	9%	9/14	INTU 49%	SNOW 24%	SHOP 21%	NOW 20%	TEAM 20%	WDAY 13%	CDNS 10%	ROP 10%	SAP 9%	CRM 8%	ADSK 6%	PTC 6%	TYL 3%	ZM 2%
Cash On Hand	$11.0 Billion	1/14	SAP $11.0B	CRM $8.0B	INTU $2.9B	CDNS $2.8B	SNOW $2.1B	TEAM $2.1B	NOW $1.9B	SHOP $1.5B	ADSK $1.4B	WDAY $1.3B	ZM $1.3B	TYL $538.3M	ROP $269.6M	PTC $265.8M
Short Term Debt	$551.6 Million	3/14	CRM $572.0M	INTU $564.0M	SAP $551.6M	ADSK $360.0M	CDNS $350.0M	NOW $106.0M	WDAY $102.0M	TEAM $47.4M	ROP $47.0M	SNOW $38.3M	SHOP $18.0M	TYL $10.7M	PTC -$0	ZM -$0
Long Term Debt	$0	14/14	ROP $7.7B	INTU $6.4B	SNOW $2.6B	CDNS $2.5B	CRM $2.4B	ADSK $2.2B	NOW $2.1B	PTC $1.7B	TEAM $1.2B	SHOP $1.1B	TYL $631.2M	WDAY $278.0M	ZM $37.6M	SAP $0
PE	100.04	3/14	NOW 162.54	TYL 103.40	SAP 100.04	SHOP 97.38	CDNS 79.37	INTU 59.59	PTC 59.28	ADSK 57.33	WDAY 40.97	CRM 39.12	ROP 37.63	ZM 26.14	TEAM -1.00	SNOW -1.00
PS	7.49	13/14	NOW 20.75	CDNS 18.94	SHOP 16.40	SNOW 16.02	TEAM 14.31	TYL 11.78	ADSK 10.85	INTU 10.49	PTC 9.71	CRM 8.26	ROP 8.20	WDAY 8.14	SAP 7.49	ZM 5.32
PB	6.61	11/14	TEAM 63.54	ADSK 23.91	NOW 23.37	SNOW 18.64	CDNS 18.07	SHOP 13.31	INTU 9.59	TYL 7.78	WDAY 7.70	PTC 6.94	SAP 6.61	CRM 5.25	ROP 3.00	ZM 2.83
PC	27.38	12/14	ROP 206.01	NOW 115.20	SHOP 89.37	PTC 83.93	INTU 60.57	WDAY 50.62	TYL 45.47	ADSK 43.53	CRM 38.43	TEAM 31.80	CDNS 29.60	SAP 27.38	SNOW 25.45	ZM 19.31
Liabilities to Equity	0.68	10/14	TEAM 3.85	ADSK 2.87	SNOW 1.80	CDNS 1.01	PTC 0.99	NOW 0.98	WDAY 0.90	INTU 0.83	ROP 0.70	SAP 0.68	CRM 0.56	TYL 0.53	ZM 0.23	SHOP 0.22
ROA	0.04	12/14	ADSK 11%	CDNS 11%	SHOP 11%	WDAY 10%	CRM 9%	INTU 9%	ZM 9%	NOW 7%	PTC 6%	ROP 5%	TYL 5%	SAP 4%	TEAM -8%	SNOW -14%
ROE	0.07	11/14	ADSK 42%	CDNS 23%	WDAY 19%	INTU 16%	NOW 14%	SHOP 14%	CRM 13%	PTC 12%	ZM 11%	ROP 8%	SAP 7%	TYL 7%	TEAM -38%	SNOW -38%
Current Ratio	2.47	5/14	SHOP 5.58	ZM 5.34	TYL 2.83	CRM 2.78	SAP 2.47	ROP 2.42	INTU 2.20	WDAY 2.11	NOW 2.02	PTC 2.01	CDNS 1.99	SNOW 1.56	ADSK 1.35	TEAM 1.26
Quick Ratio	0.43	8/14	NOW 162.54	TYL 103.40	SAP 100.04	SHOP 97.38	CDNS 79.37	INTU 59.59	PTC 59.28	ADSK 57.33	WDAY 40.97	CRM 39.12	ROP 37.63	ZM 26.14	TEAM -1.00	SNOW -1.00
Long Term Debt to Equity	0.00	13/14	TEAM} 1.16	SNOW} 0.87	ADSK} 0.85	CDNS} 0.54	PTC} 0.54	ROP} 0.41	INTU} 0.35	NOW} 0.23	TYL} 0.19	SHOP} 0.11	CRM} 0.04	WDAY} 0.03	SAP} 0.00	ZM} 0.00
Debt to Equity	0.00	13/14	TEAM 1.21	ADSK 0.99	SNOW 0.89	CDNS 0.62	PTC 0.54	ROP 0.41	INTU 0.38	NOW 0.24	TYL 0.20	SHOP 0.11	CRM 0.05	WDAY 0.04	SAP 0.00	ZM 0.00
Burn Rate	-6.75	10/14	INTU 14.25	TEAM 11.20	SNOW 4.93	SHOP -1.94	CRM -2.49	PTC -4.70	ROP -5.50	NOW -5.89	ZM -6.20	SAP -6.75	WDAY -8.38	TYL -11.22	ADSK -14.93	CDNS -53.98
Cash to Cap	0.04	2/14	ZM 0.05	SAP 0.04	SNOW 0.04	CRM 0.03	CDNS 0.03	TEAM 0.03	ADSK 0.02	INTU 0.02	WDAY 0.02	TYL 0.02	NOW 0.01	PTC 0.01	SHOP 0.01	ROP 0.00
CCR	0.90	8/14	TYL 3.87	NOW 2.54	ZM 2.21	ROP 2.15	WDAY 1.86	INTU 1.67	CDNS 1.61	SAP 0.90	ADSK 0.87	PTC 0.74	CRM 0.52	SHOP 0.51	SNOW -0.27	TEAM -0.60
EV to EBITDA	118.41	10/14	WDAY} 4089.82	INTU} 656.90	NOW} 520.36	CDNS} 462.21	SHOP} 461.54	TYL} 296.75	ADSK} 184.08	ZM} 127.78	PTC} 122.66	SAP} 118.41	SNOW} -135.05	ROP} -419.10	TEAM} -2018.88	CRM} -7558.63
EV to Revenue	8.77	11/14	NOW 20.79	CDNS 18.95	SHOP 16.36	SNOW 16.15	TEAM 14.13	TYL 11.83	ADSK 11.05	INTU 10.73	PTC 10.35	ROP 9.29	SAP 8.77	CRM 8.13	WDAY 8.02	ZM 5.05

SAP SE Peer Comparison

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