SAP SE ADR (SAP)vsSS&C Technologies Holdings Inc (SSNC)
SAP
SAP SE ADR
$206.36
+0.20%
TECHNOLOGY · Cap: $248.28B
SSNC
SS&C Technologies Holdings Inc
$80.27
+1.71%
TECHNOLOGY · Cap: $19.63B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 482% more annual revenue ($38.19B vs $6.56B). SAP leads profitability with a 20.4% profit margin vs 13.2%. SSNC appears more attractively valued with a PEG of 0.79. SSNC earns a higher WallStSmart Score of 74/100 (B).
SAP
Buy64
out of 100
Grade: C+
SSNC
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.1%
Fair Value
$151.01
Current Price
$206.36
$55.35 premium
Margin of Safety
+46.5%
Fair Value
$136.15
Current Price
$80.27
$55.88 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 27.6%
Earnings expanding 30.6% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 24.6%
Earnings expanding 34.7% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 64.9x book value
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 27.6%.
Bull Case : SSNC
The strongest argument for SSNC centers on PEG Ratio, Price/Book, Operating Margin. Revenue growth of 10.3% demonstrates continued momentum. PEG of 0.79 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 Debt/Equity, Piotroski F-Score, Altman Z-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.
SSNC is growing revenue faster at 10.3% — sustainability is the question.
SAP generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
SSNC scores higher overall (74/100 vs 64/100) and 10.3% 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.
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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