ePlus inc (PLUS)vsSAP SE ADR (SAP)
PLUS
ePlus inc
$82.32
+1.76%
TECHNOLOGY · Cap: $2.18B
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 1429% more annual revenue ($37.34B vs $2.44B). SAP leads profitability with a 19.6% profit margin vs 5.4%. PLUS appears more attractively valued with a PEG of 0.95. PLUS earns a higher WallStSmart Score of 68/100 (B-).
PLUS
Strong Buy68
out of 100
Grade: B-
SAP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.0%
Fair Value
$86.55
Current Price
$82.32
$4.23 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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 21.7% year-over-year
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
5.4% margin — thin
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : PLUS
The strongest argument for PLUS centers on Debt/Equity, Altman Z-Score, PEG Ratio. Revenue growth of 21.7% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
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 : PLUS
The primary concerns for PLUS are Profit Margin.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
PLUS profiles as a growth stock while SAP is a mature play — different risk/reward profiles.
PLUS carries more volatility with a beta of 1.02 — expect wider price swings.
PLUS is growing revenue faster at 21.7% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
PLUS scores higher overall (68/100 vs 59/100) and 21.7% 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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