Quanta Services Inc (PWR)vsSAP SE ADR (SAP)
PWR
Quanta Services Inc
$719.17
+0.49%
INDUSTRIALS · Cap: $108.70B
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 24% more annual revenue ($37.34B vs $30.12B). SAP leads profitability with a 19.6% profit margin vs 3.7%. SAP appears more attractively valued with a PEG of 1.44. SAP earns a higher WallStSmart Score of 59/100 (C).
PWR
Buy56
out of 100
Grade: C
SAP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PWR.
Margin of Safety
-34.8%
Fair Value
$145.80
Current Price
$184.77
$38.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 51.0% YoY
Large-cap with strong market position
Revenue surging 26.3% 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
Expensive relative to growth rate
Trading at 11.9x book value
3.7% margin — thin
Operating margin of 4.2%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : PWR
The strongest argument for PWR centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 26.3% 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 : PWR
The primary concerns for PWR are PEG Ratio, Price/Book, Profit Margin. A P/E of 99.0x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
PWR profiles as a growth stock while SAP is a mature play — different risk/reward profiles.
PWR carries more volatility with a beta of 1.22 — expect wider price swings.
PWR is growing revenue faster at 26.3% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (59/100 vs 56/100), backed by strong 19.6% margins. 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.
Quanta Services Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.
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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