Jfrog Ltd (FROG)vsSAP SE ADR (SAP)
FROG
Jfrog Ltd
$89.52
+7.80%
TECHNOLOGY · Cap: $9.66B
SAP
SAP SE ADR
$206.16
+3.36%
TECHNOLOGY · Cap: $208.77B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 6679% more annual revenue ($38.19B vs $563.41M). SAP leads profitability with a 20.4% profit margin vs -10.9%. SAP earns a higher WallStSmart Score of 64/100 (C+).
FROG
Avoid28
out of 100
Grade: F
SAP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-47.0%
Fair Value
$54.29
Current Price
$89.52
$35.23 premium
Margin of Safety
-30.4%
Fair Value
$150.68
Current Price
$206.16
$55.48 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 27.6%
Earnings expanding 30.6% YoY
Generating 3.0B in free cash flow
Areas to Watch
Trading at 11.7x book value
0.0% earnings growth
ROE of -6.7% — below average capital efficiency
Distress zone — elevated risk
Expensive relative to growth rate
Trading at 65.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FROG
The strongest argument for FROG centers on Debt/Equity, Revenue Growth. Revenue growth of 25.8% demonstrates continued momentum.
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 : FROG
The primary concerns for FROG are Price/Book, EPS Growth, Return on Equity.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, Price/Book.
Key Dynamics to Monitor
FROG profiles as a growth stock while SAP is a mature play — different risk/reward profiles.
FROG carries more volatility with a beta of 1.20 — expect wider price swings.
FROG is growing revenue faster at 25.8% — 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 28/100), backed by strong 20.4% margins. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Jfrog Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
JFrog Ltd. provides a DevOps platform for a continuous software release management platform that enables organizations to deliver software updates to any system in the United States. The company is headquartered in Sunnyvale, California.
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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