Donnelley Financial Solutions Inc (DFIN)vsSAP SE ADR (SAP)
DFIN
Donnelley Financial Solutions Inc
$47.95
-0.87%
TECHNOLOGY · Cap: $1.20B
SAP
SAP SE ADR
$206.36
+0.20%
TECHNOLOGY · Cap: $248.28B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 4812% more annual revenue ($38.19B vs $777.50M). SAP leads profitability with a 20.4% profit margin vs 4.5%. DFIN appears more attractively valued with a PEG of 0.97. SAP earns a higher WallStSmart Score of 64/100 (C+).
DFIN
Buy57
out of 100
Grade: C
SAP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.6%
Fair Value
$26.02
Current Price
$47.95
$21.93 premium
Margin of Safety
-30.1%
Fair Value
$151.01
Current Price
$206.36
$55.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Strong operational efficiency at 25.8%
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 27.6%
Earnings expanding 30.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
2.8% revenue growth
Smaller company, higher risk/reward
4.5% margin — thin
Expensive relative to growth rate
Moderate valuation
Trading at 64.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : DFIN
The strongest argument for DFIN centers on PEG Ratio, Operating Margin. PEG of 0.97 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 27.6%.
Bear Case : DFIN
The primary concerns for DFIN are P/E Ratio, Revenue Growth, Market Cap. Thin 4.5% margins leave little buffer for downturns.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
DFIN profiles as a value stock while SAP is a mature play — different risk/reward profiles.
SAP carries more volatility with a beta of 0.78 — expect wider price swings.
SAP is growing revenue faster at 9.4% — sustainability is the question.
SAP generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (64/100 vs 57/100), backed by strong 20.4% margins. 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.
Donnelley Financial Solutions Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Donnelley Financial Solutions, Inc. is a global risk and compliance solutions company. The company is headquartered in Chicago, Illinois.
Visit Website →SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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