Fastly, Inc. Class A Common Stock (FSLY)vsSAP SE ADR (SAP)
FSLY
Fastly, Inc. Class A Common Stock
$29.79
+5.64%
TECHNOLOGY · Cap: $3.83B
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 5797% more annual revenue ($36.80B vs $624.02M). SAP leads profitability with a 19.5% profit margin vs -19.5%. SAP earns a higher WallStSmart Score of 58/100 (C).
FSLY
Avoid33
out of 100
Grade: F
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FSLY.
Margin of Safety
-88.8%
Fair Value
$104.04
Current Price
$168.95
$64.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 22.8% year-over-year
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 29.2%
Generating 1.1B in free cash flow
Areas to Watch
0.0% earnings growth
ROE of -12.8% — below average capital efficiency
Currently unprofitable
Operating margin of -8.7%
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLY
The strongest argument for FSLY centers on Revenue Growth. Revenue growth of 22.8% demonstrates continued momentum.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 19.5% and operating margin at 29.2%. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bear Case : FSLY
The primary concerns for FSLY are EPS Growth, Return on Equity, Profit Margin.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
FSLY profiles as a growth stock while SAP is a value play — different risk/reward profiles.
FSLY carries more volatility with a beta of 0.92 — expect wider price swings.
FSLY is growing revenue faster at 22.8% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (58/100 vs 33/100), backed by strong 19.5% 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.
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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