Trends That Will Emerge During The Transition From B.C. To A.D

Is SAP worth $200 Billion?

Its been a interesting few months for SAP investors. Stock has jumped from $72 on 6/27/2016 to $103 on 5/12/2017. MCap jumped from $70Billion to $127Billion!!

That opens a possibility to think is the stock headed to a market capitalization of $200 Billion?

I think there are 3 mega trends which may make this happen.

  1. Upcoming SAP HANA upgrade super cycle – We are seeing that all customers (approximately 55,000 ECC users) will switch to HANA for sure in next few years.
  2. SAP is winning big time in cloud growth – 330,000 customers with a lot more growth left. I see SAP having ONE million customers in 5 years
  3. P/E earnings of SAP is so low at 31.5, its unbelievable – compare this with P/E of Salesforce  is 343.7!! Workday other competitor’s P/E  -50!! Workday lost $105Million on a $436M revenues.

Finally, SAP is THE king of enterprise system. I would be surprised if any other system can close financials the way SAP can execute.

I think there will be a few more acquisitions SAP will do in next 12-24 months, may be WorkDay. I would expect SAP to hit a $200 Billion in market cap before 2020. I am sure Hasso Plattner /@BillRMcDermott and others at SAP will be smiling!


Giri Devanur
CEO – Ameri100 Inc.

PS: Don’t treat this as a stock advice. Never invest in any stock unless you research thoroughly yourself!




Mr. Giri Devanur is a Serial Tech entrepreneur, from India, who is currently based in the US. Born in a small town called Chikmagalur, Karnataka, India Giri went later went on to ring the Nasdaq Stock Market Closing Bell in New York City. Giri holds a Master of Science (MS), in Technology Management • from Columbia University in the City of New York, and Executive Education from Harvard Law School, and an Executive Education in Innovation at MIT in Computer Science. He was a mentor of – the Executive Master Program-Columbia University. He is an E&Y Entrepreneur of the year award winner and has successfully completed the Nasdaq IPO of AMRH ( He has helped raise multiple rounds of capital, executed M&A. Giri Devanur is currently the CEO & founder of ReAlpha Tech Corp.

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