DHI Group Inc (DHX)vsSAP SE ADR (SAP)
DHX
DHI Group Inc
$4.85
-1.62%
TECHNOLOGY · Cap: $211.24M
SAP
SAP SE ADR
$236.93
+0.48%
TECHNOLOGY · Cap: $272.16B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 31528% more annual revenue ($39.39B vs $124.53M). SAP leads profitability with a 20.4% profit margin vs 1.0%. DHX appears more attractively valued with a PEG of 1.56. SAP earns a higher WallStSmart Score of 60/100 (C).
DHX
Buy50
out of 100
Grade: C-
SAP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.3%
Fair Value
$3.89
Current Price
$4.85
$0.96 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
Reasonable price relative to book value
Earnings expanding 36.8% 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
Expensive relative to growth rate
Smaller company, higher risk/reward
1.0% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
Trading at 74.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : DHX
The strongest argument for DHX centers on Price/Book, EPS 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 : DHX
The primary concerns for DHX are PEG Ratio, Market Cap, Profit Margin. A P/E of 163.0x leaves little room for execution misses. Thin 1.0% 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
DHX profiles as a value stock while SAP is a mature play — different risk/reward profiles.
DHX carries more volatility with a beta of 1.24 — 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
SAP scores higher overall (60/100 vs 50/100), backed by strong 20.4% margins and 13.2% revenue growth. DHX offers better value entry with a 38.3% margin of safety. 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.
DHI Group Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
DHI Group, Inc. provides data, knowledge and job connections through specialized services for technology professionals in the United States, the United Kingdom, the rest of Europe, the Middle East, Africa, Asia Pacific and internationally. The company is headquartered in Centennial, Colorado.
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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