LYFT Inc (LYFT)vsSAP SE ADR (SAP)
LYFT
LYFT Inc
$13.65
-3.33%
TECHNOLOGY · Cap: $5.14B
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 473% more annual revenue ($37.34B vs $6.52B). LYFT leads profitability with a 43.8% profit margin vs 19.6%. LYFT appears more attractively valued with a PEG of 0.15. LYFT earns a higher WallStSmart Score of 81/100 (A-).
LYFT
Exceptional Buy81
out of 100
Grade: A-
SAP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.5%
Fair Value
$29.25
Current Price
$13.65
$15.60 discount
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
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 94 in profit
Keeps 44 of every $100 in revenue as profit
Earnings expanding 488.9% YoY
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
Weak financial health signals
Distress zone — elevated risk
Operating margin of -0.3%
No major concerns identified
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 43.8% and operating margin at -0.3%. Revenue growth of 13.8% demonstrates continued momentum.
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 : LYFT
The primary concerns for LYFT are Piotroski F-Score, Altman Z-Score, Operating Margin.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
LYFT carries more volatility with a beta of 1.82 — expect wider price swings.
LYFT is growing revenue faster at 13.8% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LYFT scores higher overall (81/100 vs 59/100), backed by strong 43.8% margins and 13.8% revenue growth. Both earn "Exceptional 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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