SAP SE ADR (SAP)vsVodafone Group PLC ADR (VOD)
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
VOD
Vodafone Group PLC ADR
$14.72
+0.41%
COMMUNICATION SERVICES · Cap: $33.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Vodafone Group PLC ADR generates 5% more annual revenue ($38.78B vs $36.80B). SAP leads profitability with a 19.5% profit margin vs -11.4%. VOD appears more attractively valued with a PEG of 0.61. SAP earns a higher WallStSmart Score of 58/100 (C).
SAP
Buy58
out of 100
Grade: C
VOD
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.8%
Fair Value
$104.04
Current Price
$168.95
$64.91 premium
Intrinsic value data unavailable for VOD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 29.2%
Generating 1.1B in free cash flow
Growing faster than its price suggests
Generating 2.0B in free cash flow
Areas to Watch
Moderate valuation
3.3% revenue growth
ROE of -6.6% — below average capital efficiency
Earnings declined 15.4%
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 19.5% and operating margin at 29.2%. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bull Case : VOD
The strongest argument for VOD centers on PEG Ratio, Free Cash Flow. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Bear Case : VOD
The primary concerns for VOD are Return on Equity, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
SAP profiles as a value stock while VOD is a turnaround play — different risk/reward profiles.
SAP carries more volatility with a beta of 0.69 — expect wider price swings.
VOD is growing revenue faster at 7.3% — sustainability is the question.
VOD generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (58/100 vs 51/100), backed by strong 19.5% margins. 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 →Vodafone Group PLC ADR
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Vodafone Group Plc is engaged in telecommunications services in Europe and internationally. The company is headquartered in Newbury, the United Kingdom.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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