ADEIA CORP (ADEA)vsSAP SE ADR (SAP)
ADEA
ADEIA CORP
$25.22
-0.08%
TECHNOLOGY · Cap: $2.76B
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 8200% more annual revenue ($36.80B vs $443.39M). ADEA leads profitability with a 25.1% profit margin vs 19.5%. SAP appears more attractively valued with a PEG of 0.79. ADEA earns a higher WallStSmart Score of 76/100 (B+).
ADEA
Strong Buy76
out of 100
Grade: B+
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.9%
Fair Value
$46.33
Current Price
$25.22
$21.11 discount
Margin of Safety
-88.8%
Fair Value
$104.04
Current Price
$168.95
$64.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 63.1%
Revenue surging 53.3% year-over-year
Earnings expanding 106.7% YoY
Every $100 of equity generates 25 in profit
Keeps 25 of every $100 in revenue as profit
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
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : ADEA
The strongest argument for ADEA centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 25.1% and operating margin at 63.1%. Revenue growth of 53.3% demonstrates continued momentum.
Bull 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.
Bear Case : ADEA
The primary concerns for ADEA are PEG Ratio, P/E Ratio.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
ADEA profiles as a growth stock while SAP is a value play — different risk/reward profiles.
ADEA carries more volatility with a beta of 0.95 — expect wider price swings.
ADEA is growing revenue faster at 53.3% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
ADEA scores higher overall (76/100 vs 58/100), backed by strong 25.1% margins and 53.3% 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.
ADEIA CORP
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Adeia Inc., is a global consumer and entertainment products/solutions licensing company. The company is headquartered in San Jose, California.
SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
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