Fastly, Inc. Class A Common Stock (FSLY)vsSAP SE ADR (SAP)
FSLY
Fastly, Inc. Class A Common Stock
$18.07
-9.24%
TECHNOLOGY · Cap: $2.78B
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 5622% more annual revenue ($37.34B vs $652.57M). SAP leads profitability with a 19.6% profit margin vs -15.8%. SAP earns a higher WallStSmart Score of 59/100 (C).
FSLY
Avoid33
out of 100
Grade: F
SAP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.5%
Fair Value
$36.45
Current Price
$18.07
$18.38 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
Conservative balance sheet, low leverage
Reasonable price relative to book value
19.8% revenue growth
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Generating 3.3B in free cash flow
Areas to Watch
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLY
The strongest argument for FSLY centers on Debt/Equity, Price/Book, Revenue Growth. Revenue growth of 19.8% demonstrates continued momentum.
Bull Case : SAP
The strongest argument for SAP centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 19.6% and operating margin at 30.0%. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bear Case : FSLY
The primary concerns for FSLY are EPS Growth, Return on Equity, Altman Z-Score.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
FSLY profiles as a growth stock while SAP is a mature play — different risk/reward profiles.
SAP carries more volatility with a beta of 0.73 — expect wider price swings.
FSLY is growing revenue faster at 19.8% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (59/100 vs 33/100), backed by strong 19.6% margins. FSLY offers better value entry with a 74.5% margin of safety. 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.
Fastly, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Fastly, Inc. operates an edge cloud platform to process, serve, and protect its customers' applications in the United States, Asia Pacific, Europe, and internationally. The company is headquartered in San Francisco, 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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