Blackbaud Inc (BLKB)vsSAP SE ADR (SAP)
BLKB
Blackbaud Inc
$39.36
-3.61%
TECHNOLOGY · Cap: $1.95B
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 3161% more annual revenue ($36.80B vs $1.13B). SAP leads profitability with a 19.5% profit margin vs 10.2%. BLKB appears more attractively valued with a PEG of 0.45. BLKB earns a higher WallStSmart Score of 64/100 (C+).
BLKB
Buy64
out of 100
Grade: C+
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.6%
Fair Value
$110.92
Current Price
$39.35
$71.56 discount
Margin of Safety
-88.8%
Fair Value
$104.04
Current Price
$168.95
$64.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 109 in profit
Attractively priced relative to earnings
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 29.2%
Generating 1.1B in free cash flow
Areas to Watch
1.8% earnings growth
Smaller company, higher risk/reward
Trading at 21.3x book value
Revenue declined 2.3%
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : BLKB
The strongest argument for BLKB centers on PEG Ratio, Return on Equity, P/E Ratio. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 19.5% and operating margin at 29.2%. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bear Case : BLKB
The primary concerns for BLKB are EPS Growth, Market Cap, Price/Book.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
BLKB profiles as a declining stock while SAP is a value play — different risk/reward profiles.
BLKB carries more volatility with a beta of 1.11 — expect wider price swings.
SAP is growing revenue faster at 3.3% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
BLKB scores higher overall (64/100 vs 58/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Blackbaud Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, businesses, educational institutions, healthcare organizations, and other social concern entities in the United States and internationally. The company is headquartered in Charleston, South Carolina.
SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
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