Roper Technologies Inc (ROP)vsSAP SE ADR (SAP)
ROP
Roper Technologies Inc
$332.18
+0.11%
TECHNOLOGY · Cap: $33.80B
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 360% more annual revenue ($37.34B vs $8.12B). ROP leads profitability with a 21.1% profit margin vs 19.6%. ROP appears more attractively valued with a PEG of 1.37. ROP earns a higher WallStSmart Score of 74/100 (B).
ROP
Strong Buy74
out of 100
Grade: B
SAP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-10.6%
Fair Value
$301.78
Current Price
$332.18
$30.40 premium
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
Earnings expanding 59.2% YoY
Keeps 21 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.2%
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
Grey zone — moderate risk
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ROP
The strongest argument for ROP centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 21.1% and operating margin at 27.2%. Revenue growth of 11.3% 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 : ROP
The primary concerns for ROP are Altman Z-Score.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
ROP carries more volatility with a beta of 0.76 — expect wider price swings.
ROP is growing revenue faster at 11.3% — 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
ROP scores higher overall (74/100 vs 59/100), backed by strong 21.1% margins and 11.3% 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.
Roper Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Roper Technologies, Inc. (formerly Roper Industries, Inc.) is an American diversified industrial company that produces engineered products for global niche markets. The company is headquartered in Sarasota, Florida.
Visit Website →SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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