EverCommerce Inc (EVCM)vsSAP SE ADR (SAP)
EVCM
EverCommerce Inc
$7.77
+1.17%
TECHNOLOGY · Cap: $1.19B
SAP
SAP SE ADR
$209.45
-1.97%
TECHNOLOGY · Cap: $248.28B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 6286% more annual revenue ($38.19B vs $598.10M). SAP leads profitability with a 20.4% profit margin vs 5.7%. EVCM appears more attractively valued with a PEG of 0.31. SAP earns a higher WallStSmart Score of 64/100 (C+).
EVCM
Buy58
out of 100
Grade: C
SAP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.1%
Fair Value
$8.51
Current Price
$7.77
$0.74 premium
Margin of Safety
-29.9%
Fair Value
$151.18
Current Price
$209.45
$58.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
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
2.7% revenue growth
Smaller company, higher risk/reward
ROE of 3.4% — below average capital efficiency
5.7% margin — thin
Expensive relative to growth rate
Moderate valuation
Trading at 65.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : EVCM
The strongest argument for EVCM centers on PEG Ratio, Price/Book. PEG of 0.31 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 : EVCM
The primary concerns for EVCM are Revenue Growth, Market Cap, Return on Equity. A P/E of 48.3x leaves little room for execution misses.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
EVCM profiles as a value stock while SAP is a mature play — different risk/reward profiles.
EVCM carries more volatility with a beta of 0.84 — 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 58/100), 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.
EverCommerce Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
EverCommerce Inc. provides integrated software-as-a-service solutions for small and medium-sized service-based businesses. The company is headquartered in Denver, Colorado.
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
Want to dig deeper into these stocks?