LYFT Inc (LYFT)vsSAP SE ADR (SAP)
LYFT
LYFT Inc
$13.26
+0.76%
TECHNOLOGY · Cap: $5.26B
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 483% more annual revenue ($36.80B vs $6.32B). LYFT leads profitability with a 45.0% profit margin vs 19.5%. LYFT appears more attractively valued with a PEG of 0.15. LYFT earns a higher WallStSmart Score of 77/100 (B+).
LYFT
Strong Buy77
out of 100
Grade: B+
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+95.8%
Fair Value
$318.71
Current Price
$13.26
$305.45 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
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 141 in profit
Keeps 45 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 45.1% YoY
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
2.7% revenue growth
Weak financial health signals
Distress zone — elevated risk
Operating margin of -11.2%
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : LYFT
The strongest argument for LYFT centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 45.0% and operating margin at -11.2%. PEG of 0.15 suggests the stock is reasonably priced for its growth.
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 : LYFT
The primary concerns for LYFT are Revenue Growth, Piotroski F-Score, Altman Z-Score.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
LYFT carries more volatility with a beta of 1.91 — 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
LYFT scores higher overall (77/100 vs 58/100), backed by strong 45.0% margins. 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.
LYFT Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Lyft, Inc. operates a peer-to-peer marketplace for on-demand ridesharing in the United States and Canada. 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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