DexCom Inc (DXCM)vsSAP SE ADR (SAP)
DXCM
DexCom Inc
$72.86
+0.37%
HEALTHCARE · Cap: $28.45B
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $205.30B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 675% more annual revenue ($37.34B vs $4.82B). SAP leads profitability with a 19.6% profit margin vs 19.3%. DXCM appears more attractively valued with a PEG of 1.38. DXCM earns a higher WallStSmart Score of 72/100 (B).
DXCM
Strong Buy72
out of 100
Grade: B
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.8%
Fair Value
$666.61
Current Price
$72.86
$593.75 discount
Margin of Safety
-34.7%
Fair Value
$145.83
Current Price
$184.77
$38.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 31 in profit
Earnings expanding 92.2% YoY
Strong operational efficiency at 21.4%
15.0% revenue growth
Mega-cap, among the largest globally
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Generating 3.3B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.5x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DXCM
The strongest argument for DXCM centers on Return on Equity, EPS Growth, Operating Margin. Profitability is solid with margins at 19.3% and operating margin at 21.4%. Revenue growth of 15.0% demonstrates continued momentum.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Operating Margin, Altman Z-Score. Profitability is solid with margins at 19.6% and operating margin at 30.0%.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio.
Key Dynamics to Monitor
DXCM carries more volatility with a beta of 1.40 — expect wider price swings.
DXCM is growing revenue faster at 15.0% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Monitor MEDICAL DEVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DXCM scores higher overall (72/100 vs 58/100), backed by strong 19.3% margins and 15.0% revenue growth. 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.
DexCom Inc
HEALTHCARE · MEDICAL DEVICES · USA
DexCom, Inc. is a company that develops, manufactures, and distributes continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with headquarters in San Diego, California, and has a manufacturing facility in Mesa, Arizona.
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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