WallStSmart

MIND CTI Ltd (MNDO)vsSAP SE ADR (SAP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SAP SE ADR generates 196715% more annual revenue ($38.19B vs $19.41M). SAP leads profitability with a 20.4% profit margin vs 16.9%. SAP appears more attractively valued with a PEG of 1.64. SAP earns a higher WallStSmart Score of 64/100 (C+).

MNDO

Buy

59

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 8.0Quality: 8.5
Piotroski: 2/9Altman Z: 3.20

SAP

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 8.5Value: 4.0Quality: 8.0
Piotroski: 6/9Altman Z: 3.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MNDOUndervalued (+35.8%)

Margin of Safety

+35.8%

Fair Value

$1.76

Current Price

$1.02

$0.74 discount

UndervaluedFair: $1.76Overvalued
SAPSignificantly Overvalued (-30.1%)

Margin of Safety

-30.1%

Fair Value

$151.01

Current Price

$206.36

$55.35 premium

UndervaluedFair: $151.01Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MNDO5 strengths · Avg: 10.0/10
P/E RatioValuation
6.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

EPS GrowthGrowth
92.3%10/10

Earnings expanding 92.3% YoY

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.2010/10

Safe zone — low bankruptcy risk

SAP6 strengths · Avg: 9.0/10
Market CapQuality
$248.28B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.1110/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
20.4%9/10

Keeps 20 of every $100 in revenue as profit

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Operating MarginProfitability
27.6%8/10

Strong operational efficiency at 27.6%

EPS GrowthGrowth
30.6%8/10

Earnings expanding 30.6% YoY

Areas to Watch

MNDO4 concerns · Avg: 3.0/10
PEG RatioValuation
2.234/10

Expensive relative to growth rate

Market CapQuality
$19.53M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.0%2/10

Revenue declined 3.0%

SAP3 concerns · Avg: 3.3/10
PEG RatioValuation
1.644/10

Expensive relative to growth rate

P/E RatioValuation
27.8x4/10

Moderate valuation

Price/BookValuation
64.9x2/10

Trading at 64.9x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : MNDO

The strongest argument for MNDO centers on P/E Ratio, Price/Book, EPS Growth. Profitability is solid with margins at 16.9% and operating margin at 15.0%.

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 : MNDO

The primary concerns for MNDO are PEG Ratio, Market Cap, Piotroski F-Score.

Bear Case : SAP

The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

MNDO profiles as a declining 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.

SAP is growing revenue faster at 9.4% — 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 59/100), backed by strong 20.4% margins. MNDO offers better value entry with a 35.8% margin of safety. 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.

MIND CTI Ltd

TECHNOLOGY · SOFTWARE - APPLICATION · USA

MIND CTI Ltd. designs, develops, markets, supports, implements and operates offline and real-time customer support and converged billing software solutions in the Americas, Europe, Israel, Asia Pacific and Africa. The company is headquartered in Yokne'am Illit, Israel.

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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