SAP SE ADR (SAP)vsAtlassian Corp Plc (TEAM)
SAP
SAP SE ADR
$236.93
+0.48%
TECHNOLOGY · Cap: $272.16B
TEAM
Atlassian Corp Plc
$220.12
+0.32%
TECHNOLOGY · Cap: $54.96B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 499% more annual revenue ($39.39B vs $6.57B). SAP leads profitability with a 20.4% profit margin vs -0.8%. SAP appears more attractively valued with a PEG of 1.84. SAP earns a higher WallStSmart Score of 60/100 (C).
SAP
Buy60
out of 100
Grade: C
TEAM
Hold45
out of 100
Grade: D+
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
+81.4%
Fair Value
$468.01
Current Price
$220.12
$247.89 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
Earnings expanding 172.2% YoY
Large-cap with strong market position
Revenue surging 27.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 74.3x book value
Expensive relative to growth rate
Elevated debt levels
Trading at 52.7x book value
ROE of -5.1% — below average capital efficiency
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 : TEAM
The strongest argument for TEAM centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 27.6% demonstrates continued momentum.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : TEAM
The primary concerns for TEAM are PEG Ratio, Debt/Equity, Price/Book.
Key Dynamics to Monitor
SAP profiles as a mature stock while TEAM is a growth play — different risk/reward profiles.
TEAM carries more volatility with a beta of 1.23 — expect wider price swings.
TEAM is growing revenue faster at 27.6% — sustainability is the question.
SAP generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (60/100 vs 45/100), backed by strong 20.4% margins and 13.2% revenue growth. TEAM offers better value entry with a 81.4% margin of safety. Both earn "Buy" and "Hold" 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 →Atlassian Corp Plc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Atlassian Corporation Plc designs, develops, licenses and maintains various software products worldwide. The company is headquartered in Sydney, Australia.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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