Freshworks Inc (FRSH)vsSAP SE ADR (SAP)
FRSH
Freshworks Inc
$8.83
-2.21%
TECHNOLOGY · Cap: $2.50B
SAP
SAP SE ADR
$173.70
-0.58%
TECHNOLOGY · Cap: $204.11B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 4186% more annual revenue ($37.34B vs $871.17M). FRSH leads profitability with a 20.7% profit margin vs 19.6%. FRSH appears more attractively valued with a PEG of 0.53. FRSH earns a higher WallStSmart Score of 63/100 (C+).
FRSH
Buy63
out of 100
Grade: C+
SAP
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.7%
Fair Value
$21.30
Current Price
$8.83
$12.47 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
Conservative balance sheet, low leverage
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
16.5% revenue growth
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
0.0% earnings growth
Distress zone — elevated risk
Operating margin of -3.5%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : FRSH
The strongest argument for FRSH centers on Debt/Equity, Profit Margin, PEG Ratio. Profitability is solid with margins at 20.7% and operating margin at -3.5%. Revenue growth of 16.5% 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%. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : FRSH
The primary concerns for FRSH are EPS Growth, Altman Z-Score, Operating Margin.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
FRSH profiles as a growth stock while SAP is a mature play — different risk/reward profiles.
FRSH carries more volatility with a beta of 0.83 — expect wider price swings.
FRSH is growing revenue faster at 16.5% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
FRSH scores higher overall (63/100 vs 62/100), backed by strong 20.7% margins and 16.5% revenue growth. 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.
Freshworks Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Papa Murphy's Holdings, Inc. owns, operates and franchises Take? The company is headquartered in Vancouver, Washington.
Visit Website →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
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