WallStSmart

SAP SE ADR (SAP)vsShell PLC ADR (SHEL)

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Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 615% more annual revenue ($266.89B vs $37.34B). SAP leads profitability with a 19.6% profit margin vs 6.7%. SAP appears more attractively valued with a PEG of 0.73. SAP earns a higher WallStSmart Score of 62/100 (C+).

SAP

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 5.3Quality: 7.5
Piotroski: 5/9Altman Z: 3.11

SHEL

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 6.7Quality: 5.5
Piotroski: 3/9Altman Z: 2.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SAPSignificantly Overvalued (-16.9%)

Margin of Safety

-16.9%

Fair Value

$168.01

Current Price

$173.70

$5.69 premium

UndervaluedFair: $168.01Overvalued
SHELUndervalued (+4.5%)

Margin of Safety

+4.5%

Fair Value

$84.58

Current Price

$83.97

$0.61 discount

UndervaluedFair: $84.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SAP6 strengths · Avg: 9.2/10
Market CapQuality
$204.11B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
30.0%10/10

Strong operational efficiency at 30.0%

Altman Z-ScoreHealth
3.1110/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.189/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.738/10

Growing faster than its price suggests

Free Cash FlowQuality
$3.27B8/10

Generating 3.3B in free cash flow

SHEL5 strengths · Avg: 9.2/10
Market CapQuality
$243.12B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
376.2%10/10

Earnings expanding 376.2% YoY

P/E RatioValuation
14.5x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.63B8/10

Generating 1.6B in free cash flow

Areas to Watch

SAP0 concerns · Avg: 0/10

No major concerns identified

SHEL3 concerns · Avg: 2.7/10
Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : SAP

The strongest argument for SAP centers on Market Cap, Operating Margin, Altman Z-Score. Profitability is solid with margins at 19.6% and operating margin at 30.0%. PEG of 0.73 suggests the stock is reasonably priced for its growth.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, Price/Book, EPS Growth. PEG of 1.32 suggests the stock is reasonably priced for its growth.

Bear Case : SAP

No major red flags identified for SAP, but monitor valuation.

Bear Case : SHEL

The primary concerns for SHEL are Profit Margin, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

SAP profiles as a mature stock while SHEL is a value play — different risk/reward profiles.

SAP carries more volatility with a beta of 0.71 — expect wider price swings.

SAP is growing revenue faster at 6.0% — sustainability is the question.

SAP generates stronger free cash flow (3.3B), providing more financial flexibility.

Bottom Line

SAP scores higher overall (62/100 vs 61/100), 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.

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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Shell PLC ADR

ENERGY · OIL & GAS INTEGRATED · USA

Shell plc is a global petrochemical and energy company. The company is headquartered in The Hague, the Netherlands.

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