Enterprise Products Partners LP (EPD)vsSAP SE ADR (SAP)
EPD
Enterprise Products Partners LP
$37.19
-1.43%
ENERGY · Cap: $81.56B
SAP
SAP SE ADR
$173.70
-0.58%
TECHNOLOGY · Cap: $204.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Enterprise Products Partners LP generates 38% more annual revenue ($51.56B vs $37.34B). SAP leads profitability with a 19.6% profit margin vs 11.5%. SAP appears more attractively valued with a PEG of 0.73. SAP earns a higher WallStSmart Score of 62/100 (C+).
EPD
Buy52
out of 100
Grade: C-
SAP
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.5%
Fair Value
$56.69
Current Price
$37.19
$19.50 discount
Margin of Safety
-16.9%
Fair Value
$168.01
Current Price
$173.70
$5.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Mega-cap, among the largest globally
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Generating 3.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Revenue declined 6.7%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : EPD
The strongest argument for EPD centers on Market Cap, P/E Ratio, Price/Book.
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%. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : EPD
The primary concerns for EPD are PEG Ratio, Revenue Growth.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
EPD profiles as a declining stock while SAP is a mature play — different risk/reward profiles.
SAP carries more volatility with a beta of 0.71 — expect wider price swings.
SAP is growing revenue faster at 6.0% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (62/100 vs 52/100), backed by strong 19.6% margins. EPD offers better value entry with a 37.5% 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.
Enterprise Products Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Enterprise Products Partners LP provides midstream energy services to producers and consumers of natural gas, natural gas liquids (NGL), crude oil, petrochemicals, and refined products. The company is headquartered in Houston, Texas.
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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