Donnelley Financial Solutions Inc (DFIN)vsSAP SE ADR (SAP)
DFIN
Donnelley Financial Solutions Inc
$46.94
+1.05%
TECHNOLOGY · Cap: $1.25B
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 4698% more annual revenue ($36.80B vs $767.00M). SAP leads profitability with a 19.5% profit margin vs 4.2%. SAP appears more attractively valued with a PEG of 0.79. SAP earns a higher WallStSmart Score of 58/100 (C).
DFIN
Hold47
out of 100
Grade: D+
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73.2%
Fair Value
$23.83
Current Price
$46.94
$23.11 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
No standout strengths identified
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
Smaller company, higher risk/reward
ROE of 8.0% — below average capital efficiency
4.2% margin — thin
Expensive relative to growth rate
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : DFIN
Revenue growth of 10.4% 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 : DFIN
The primary concerns for DFIN are Market Cap, Return on Equity, Profit Margin. A P/E of 40.8x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
DFIN carries more volatility with a beta of 0.86 — expect wider price swings.
DFIN is growing revenue faster at 10.4% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAP scores higher overall (58/100 vs 47/100), backed by strong 19.5% margins. 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.
Donnelley Financial Solutions Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Donnelley Financial Solutions, Inc. is a global risk and compliance solutions company. The company is headquartered in Chicago, Illinois.
Visit Website →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 →Compare with Other SOFTWARE - APPLICATION Stocks
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