SAP SE ADR (SAP)vsSS&C Technologies Holdings Inc (SSNC)
SAP
SAP SE ADR
$236.93
+0.48%
TECHNOLOGY · Cap: $272.16B
SSNC
SS&C Technologies Holdings Inc
$80.49
+0.34%
TECHNOLOGY · Cap: $18.82B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 489% more annual revenue ($39.39B vs $6.69B). SAP leads profitability with a 20.4% profit margin vs 12.8%. SSNC appears more attractively valued with a PEG of 0.77. SSNC earns a higher WallStSmart Score of 64/100 (C+).
SAP
Buy60
out of 100
Grade: C
SSNC
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.6%
Fair Value
$156.37
Current Price
$236.93
$80.56 premium
Margin of Safety
+47.0%
Fair Value
$137.52
Current Price
$80.49
$57.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 29.5%
Generating 1.7B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 24.2%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 74.3x book value
0.0% earnings growth
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.4% and operating margin at 29.5%. Revenue growth of 13.2% demonstrates continued momentum.
Bull Case : SSNC
The strongest argument for SSNC centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : SSNC
The primary concerns for SSNC are EPS Growth, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
SAP profiles as a mature stock while SSNC is a value play — different risk/reward profiles.
SSNC carries more volatility with a beta of 1.09 — expect wider price swings.
SAP is growing revenue faster at 13.2% — sustainability is the question.
SAP generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SSNC scores higher overall (64/100 vs 60/100). 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.
Visit Website →SS&C Technologies Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SS&C Technologies Holdings, Inc. provides software products and software-enabled services to the healthcare and financial services industries. The company is headquartered in Windsor, Connecticut.
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