4Sem.
The competition is far too great. However, most of the competitors are not stock corporations. SAP has only 22% of the total ERP market. Far too risky for a P/E ratio of 100.
••
@MrMister I work in the industry and would like to ask: WHO is SAP's competitor?
Market share of 22% of the ERP market is correct. But SAP has a virtual monopoly in companies with > 1 €/$ billion turnover!
Market share of 22% of the ERP market is correct. But SAP has a virtual monopoly in companies with > 1 €/$ billion turnover!
••
4Sem.
@Investment4Life Oracle or not?
•
11
•4Sem.
@Investment4Life If you work in the industry, as I did as a product manager, you are probably aware that SAP has major challenges with industry solutions. Industry solutions for SAP mean much higher costs for customers. Mechanical engineering, special machine construction, sheet metal modeling and especially in medium-sized companies, SAP is rather mediocre. It's ok for standards in large corporations, but it's definitely not the best. And yes, Oracle and Sage are also among the big SAP competitors, and I'm not talking about Cobus Concept or the like.
••