Immersion Corporation (IMMR)vsSAP SE ADR (SAP)
IMMR
Immersion Corporation
$6.48
-6.22%
TECHNOLOGY · Cap: $210.85M
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 2039% more annual revenue ($37.34B vs $1.75B). SAP leads profitability with a 19.6% profit margin vs -1.0%. SAP appears more attractively valued with a PEG of 1.44. SAP earns a higher WallStSmart Score of 59/100 (C).
IMMR
Buy51
out of 100
Grade: C-
SAP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IMMR.
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
Reasonable price relative to book value
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
Expensive relative to growth rate
Smaller company, higher risk/reward
Operating margin of 1.2%
Elevated debt levels
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : IMMR
The strongest argument for IMMR centers on Price/Book.
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 : IMMR
The primary concerns for IMMR are PEG Ratio, Market Cap, Operating Margin.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
IMMR profiles as a turnaround stock while SAP is a mature play — different risk/reward profiles.
IMMR carries more volatility with a beta of 1.01 — expect wider price swings.
IMMR is growing revenue faster at 10.0% — 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 51/100), backed by strong 19.6% margins. 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.
Immersion Corporation
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Immersion Corporation creates, designs, develops, and licenses haptic technologies that enable people to use their sense of touch to interact and experience various digital products in North America, Europe, and Asia. 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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