ZoomInfo Technologies Inc. (GTM)vsSAP SE ADR (SAP)
GTM
ZoomInfo Technologies Inc.
$5.81
+1.04%
TECHNOLOGY · Cap: $1.76B
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 2845% more annual revenue ($36.80B vs $1.25B). SAP leads profitability with a 19.5% profit margin vs 9.9%. GTM trades at a lower P/E of 15.1x. SAP earns a higher WallStSmart Score of 58/100 (C).
GTM
Buy58
out of 100
Grade: C
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.1%
Fair Value
$17.78
Current Price
$5.81
$11.97 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
Reasonable price relative to book value
Earnings expanding 180.4% YoY
Attractively priced relative to earnings
Strong operational efficiency at 24.8%
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
3.2% revenue growth
Smaller company, higher risk/reward
ROE of 7.8% — below average capital efficiency
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : GTM
The strongest argument for GTM centers on Price/Book, EPS Growth, P/E Ratio.
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 : GTM
The primary concerns for GTM are Revenue Growth, Market Cap, Return on Equity.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
GTM carries more volatility with a beta of 1.11 — expect wider price swings.
SAP is growing revenue faster at 3.3% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GTM scores higher overall (58/100 vs 58/100). 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.
ZoomInfo Technologies Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ZoomInfo Technologies Inc., provides go-to-market intelligence and engagement platform for sales, marketing, operations, and recruiting professionals in the United States and internationally. The company is headquartered in Vancouver, Washington.
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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