SAP SE ADR (SAP)vsThryv Holdings Inc (THRY)
SAP
SAP SE ADR
$236.93
+0.48%
TECHNOLOGY · Cap: $272.16B
THRY
Thryv Holdings Inc
$1.28
+4.92%
TECHNOLOGY · Cap: $52.88M
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 5435% more annual revenue ($39.39B vs $711.59M). SAP leads profitability with a 20.4% profit margin vs -2.3%. SAP earns a higher WallStSmart Score of 60/100 (C).
SAP
Buy60
out of 100
Grade: C
THRY
Hold46
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
Intrinsic value data unavailable for THRY.
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
Reasonable price relative to book value
Earnings expanding 106.7% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 74.3x book value
Smaller company, higher risk/reward
ROE of 6.9% — below average capital efficiency
Operating margin of 1.1%
Elevated debt levels
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 : THRY
The strongest argument for THRY centers on Price/Book, EPS Growth.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : THRY
The primary concerns for THRY are Market Cap, Return on Equity, Operating Margin.
Key Dynamics to Monitor
SAP profiles as a mature stock while THRY is a turnaround play — different risk/reward profiles.
THRY carries more volatility with a beta of 0.88 — 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
SAP scores higher overall (60/100 vs 46/100), backed by strong 20.4% margins and 13.2% revenue growth. 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 →Thryv Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Thryv Holdings, Inc. provides cloud-based tools and digital marketing solutions to small and medium-sized businesses (SMBs) in the United States. The company is headquartered in DFW Airport, Texas.
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