SAP SE ADR (SAP)vsSimilarWeb Ltd (SMWB)
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
SMWB
SimilarWeb Ltd
$2.71
+0.74%
TECHNOLOGY · Cap: $233.94M
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 12922% more annual revenue ($36.80B vs $282.60M). SAP leads profitability with a 19.5% profit margin vs -11.7%. SAP earns a higher WallStSmart Score of 58/100 (C).
SAP
Buy58
out of 100
Grade: C
SMWB
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.8%
Fair Value
$104.04
Current Price
$168.95
$64.91 premium
Intrinsic value data unavailable for SMWB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
No standout strengths identified
Areas to Watch
Moderate valuation
3.3% revenue growth
Trading at 10.0x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -129.6% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SMWB
Revenue growth of 10.9% demonstrates continued momentum.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Bear Case : SMWB
The primary concerns for SMWB are Price/Book, EPS Growth, Market Cap.
Key Dynamics to Monitor
SAP profiles as a value stock while SMWB is a turnaround play — different risk/reward profiles.
SMWB carries more volatility with a beta of 1.17 — expect wider price swings.
SMWB is growing revenue faster at 10.9% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (58/100 vs 31/100), backed by strong 19.5% margins. Both earn "Buy" and "Avoid" 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.
Visit Website →SimilarWeb Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Similarweb Ltd. provides website traffic solutions through AI-driven data analytics globally. The company is headquartered in Tel Aviv, Israel.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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