Blackbaud Inc (BLKB)vsSAP SE ADR (SAP)
BLKB
Blackbaud Inc
$52.51
-2.22%
TECHNOLOGY · Cap: $2.38B
SAP
SAP SE ADR
$236.93
+0.48%
TECHNOLOGY · Cap: $272.16B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 3331% more annual revenue ($39.39B vs $1.15B). SAP leads profitability with a 20.4% profit margin vs 13.1%. BLKB appears more attractively valued with a PEG of 0.57. BLKB earns a higher WallStSmart Score of 69/100 (B-).
BLKB
Strong Buy69
out of 100
Grade: B-
SAP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.8%
Fair Value
$79.66
Current Price
$52.51
$27.15 discount
Margin of Safety
-25.6%
Fair Value
$156.37
Current Price
$236.93
$80.56 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 42 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 21.7%
Earnings expanding 43.6% YoY
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 29.5%
Generating 1.7B in free cash flow
Areas to Watch
3.0% revenue growth
Trading at 28.4x book value
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
Trading at 74.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BLKB
The strongest argument for BLKB centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.57 suggests the stock is reasonably priced for its growth.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.4% and operating margin at 29.5%. Revenue growth of 13.2% demonstrates continued momentum.
Bear Case : BLKB
The primary concerns for BLKB are Revenue Growth, Price/Book, Altman Z-Score. Debt-to-equity of 17.16 is elevated, increasing financial risk.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
BLKB profiles as a value stock while SAP is a mature play — different risk/reward profiles.
BLKB carries more volatility with a beta of 1.04 — expect wider price swings.
SAP is growing revenue faster at 13.2% — sustainability is the question.
SAP generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
BLKB scores higher overall (69/100 vs 60/100). Both earn "Strong 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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