Intapp Inc (INTA)vsSAP SE ADR (SAP)
INTA
Intapp Inc
$37.23
-2.13%
TECHNOLOGY · Cap: $3.19B
SAP
SAP SE ADR
$206.36
+0.20%
TECHNOLOGY · Cap: $248.28B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 6510% more annual revenue ($38.19B vs $577.80M). SAP leads profitability with a 20.4% profit margin vs -7.2%. INTA appears more attractively valued with a PEG of 0.77. SAP earns a higher WallStSmart Score of 64/100 (C+).
INTA
Hold39
out of 100
Grade: F
SAP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.0%
Fair Value
$36.99
Current Price
$37.23
$0.24 discount
Margin of Safety
-30.1%
Fair Value
$151.01
Current Price
$206.36
$55.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 27.6%
Earnings expanding 30.6% YoY
Areas to Watch
Trading at 9.0x book value
0.0% earnings growth
Operating margin of 0.6%
ROE of -12.1% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
Trading at 64.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : INTA
The strongest argument for INTA centers on Debt/Equity, PEG Ratio. Revenue growth of 13.0% demonstrates continued momentum. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.4% and operating margin at 27.6%.
Bear Case : INTA
The primary concerns for INTA are Price/Book, EPS Growth, Operating Margin.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
INTA profiles as a turnaround stock while SAP is a mature play — different risk/reward profiles.
SAP carries more volatility with a beta of 0.78 — expect wider price swings.
INTA is growing revenue faster at 13.0% — sustainability is the question.
SAP generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (64/100 vs 39/100), backed by strong 20.4% margins. INTA offers better value entry with a 35.0% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Intapp Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides industry-specific cloud-based software solutions for the financial and professional services industry in the United States, the United Kingdom, and internationally. The company is headquartered in Palo Alto, 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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