Analyzing Cost of Revenue: SAP SE and Fortive Corporation

Analyzing Cost of Revenue: SAP SE vs. Fortive Corporation

In the ever-evolving landscape of global business, understanding the cost of revenue is crucial for evaluating a company's financial health. This analysis delves into the cost of revenue trends for SAP SE and Fortive Corporation from 2014 to 2023. Over this period, SAP SE consistently outpaced Fortive Corporation, with its cost of revenue peaking at approximately 8.9 billion in 2022, marking a 69% increase from 2014. In contrast, Fortive Corporation's cost of revenue saw a more modest fluctuation, peaking in 2019 before a significant dip in 2020, reflecting broader economic challenges. By 2023, Fortive's cost of revenue had rebounded to around 2.5 billion, still trailing SAP SE by a substantial margin. This data underscores the differing scales and operational strategies of these two industry giants, offering valuable insights for investors and analysts alike.