ANSYS Inc (ANSS)vsSAP SE ADR (SAP)
ANSS
ANSYS Inc
$374.30
0.00%
TECHNOLOGY · Cap: $32.91B
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 1346% more annual revenue ($37.34B vs $2.58B). ANSS leads profitability with a 23.0% profit margin vs 19.6%. SAP appears more attractively valued with a PEG of 1.44. SAP earns a higher WallStSmart Score of 59/100 (C).
ANSS
Buy56
out of 100
Grade: C
SAP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-68.8%
Fair Value
$221.77
Current Price
$374.30
$152.53 premium
Margin of Safety
-34.7%
Fair Value
$145.83
Current Price
$184.77
$38.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Keeps 23 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Earnings expanding 47.7% YoY
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Generating 3.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ANSS
The strongest argument for ANSS centers on Altman Z-Score, Profit Margin, Debt/Equity. Profitability is solid with margins at 23.0% and operating margin at 11.7%.
Bull Case : SAP
The strongest argument for SAP centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 19.6% and operating margin at 30.0%. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bear Case : ANSS
The primary concerns for ANSS are PEG Ratio, P/E Ratio. A P/E of 55.5x leaves little room for execution misses.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
ANSS carries more volatility with a beta of 1.19 — expect wider price swings.
ANSS is growing revenue faster at 8.2% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAP scores higher overall (59/100 vs 56/100), backed by strong 19.6% 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.
ANSYS Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ansys, Inc. is an American company based in Canonsburg, Pennsylvania. It develops and markets multiphysics engineering simulation software for product design, testing and operation and offers its products and services to customers worldwide.
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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