ANSYS Inc (ANSS)vsSAP SE ADR (SAP)
ANSS
ANSYS Inc
$374.30
0.00%
TECHNOLOGY · Cap: $32.91B
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 1325% more annual revenue ($36.80B vs $2.58B). ANSS leads profitability with a 23.0% profit margin vs 19.5%. SAP appears more attractively valued with a PEG of 0.79. SAP earns a higher WallStSmart Score of 58/100 (C).
ANSS
Buy56
out of 100
Grade: C
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.7%
Fair Value
$315.43
Current Price
$374.30
$58.87 premium
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
Keeps 23 of every $100 in revenue as profit
Earnings expanding 47.7% YoY
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
Premium valuation, high expectations priced in
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : ANSS
The strongest argument for ANSS centers on Profit Margin, EPS Growth. Profitability is solid with margins at 23.0% and operating margin at 11.7%.
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 : 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
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
ANSS profiles as a mature stock while SAP is a value play — different risk/reward profiles.
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 (1.1B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (58/100 vs 56/100), 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.
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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