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Posted by
Two Blokes Jun 11 -
Filed in
Stock
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SAP SE has reinvented itself with aggressive cloud investments, driving double-digit revenue growth and a 60% surge in operating profit. The new Business Data Cloud and AI partnership with Mistral and Capgemini position SAP for long-term growth, especially in regulated industries. SAP's premium valuation is justified by its growth, profitability, and momentum compared to peers like Microsoft, Oracle, and Salesforce.