ePlus inc (PLUS)vsSAP SE ADR (SAP)
PLUS
ePlus inc
$76.19
-0.77%
TECHNOLOGY · Cap: $2.03B
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 1429% more annual revenue ($36.80B vs $2.41B). SAP leads profitability with a 19.5% profit margin vs 5.5%. PLUS appears more attractively valued with a PEG of 0.69. PLUS earns a higher WallStSmart Score of 74/100 (B).
PLUS
Strong Buy74
out of 100
Grade: B
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.0%
Fair Value
$262.08
Current Price
$76.19
$185.89 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
Reasonable price relative to book value
Revenue surging 24.6% year-over-year
Earnings expanding 46.3% 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
5.5% margin — thin
Negative free cash flow — burning cash
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : PLUS
The strongest argument for PLUS centers on PEG Ratio, P/E Ratio, Price/Book. Revenue growth of 24.6% demonstrates continued momentum. PEG of 0.69 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 : PLUS
The primary concerns for PLUS are Profit Margin, Free Cash Flow.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
PLUS profiles as a growth stock while SAP is a value play — different risk/reward profiles.
PLUS carries more volatility with a beta of 1.00 — expect wider price swings.
PLUS is growing revenue faster at 24.6% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
PLUS scores higher overall (74/100 vs 58/100) and 24.6% revenue growth. 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.
ePlus inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ePlus inc. The company is headquartered in Herndon, Virginia.
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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