Alphabet Inc Class C (GOOG)vsSAP SE ADR (SAP)
GOOG
Alphabet Inc Class C
$289.59
-3.06%
COMMUNICATION SERVICES · Cap: $3.50T
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 995% more annual revenue ($402.84B vs $36.80B). GOOG leads profitability with a 32.8% profit margin vs 19.5%. SAP appears more attractively valued with a PEG of 0.79. GOOG earns a higher WallStSmart Score of 69/100 (B-).
GOOG
Strong Buy69
out of 100
Grade: B-
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.6%
Fair Value
$506.84
Current Price
$289.59
$217.25 discount
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
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 31.6%
Generating 24.6B in free cash flow
Safe zone — low bankruptcy risk
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
Expensive relative to growth rate
Moderate valuation
Trading at 8.4x book value
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 32.8% and operating margin at 31.6%. Revenue growth of 18.0% 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 : GOOG
The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
GOOG profiles as a growth stock while SAP is a value play — different risk/reward profiles.
GOOG carries more volatility with a beta of 1.11 — expect wider price swings.
GOOG is growing revenue faster at 18.0% — sustainability is the question.
GOOG generates stronger free cash flow (24.6B), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (69/100 vs 58/100), backed by strong 32.8% margins and 18.0% revenue growth. Both earn "Strong 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.
Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
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 INTERNET CONTENT & INFORMATION Stocks
Want to dig deeper into these stocks?