SAP SE ADR (SAP)vsSimilarWeb Ltd (SMWB)
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
SMWB
SimilarWeb Ltd
$4.06
-6.24%
TECHNOLOGY · Cap: $370.55M
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 12804% more annual revenue ($37.34B vs $289.39M). SAP leads profitability with a 19.6% profit margin vs -10.4%. SAP earns a higher WallStSmart Score of 59/100 (C).
SAP
Buy59
out of 100
Grade: C
SMWB
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34.7%
Fair Value
$145.83
Current Price
$184.77
$38.94 premium
Margin of Safety
+60.3%
Fair Value
$9.80
Current Price
$4.06
$5.74 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Generating 3.3B in free cash flow
No standout strengths identified
Areas to Watch
No major concerns identified
Trading at 15.0x book value
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SMWB
Revenue growth of 10.1% demonstrates continued momentum.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Bear Case : SMWB
The primary concerns for SMWB are Price/Book, EPS Growth, Market Cap. Debt-to-equity of 1.89 is elevated, increasing financial risk.
Key Dynamics to Monitor
SAP profiles as a mature stock while SMWB is a turnaround play — different risk/reward profiles.
SMWB carries more volatility with a beta of 1.26 — expect wider price swings.
SMWB is growing revenue faster at 10.1% — 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 30/100), backed by strong 19.6% margins. SMWB offers better value entry with a 60.3% margin of safety. 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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