DHI Group Inc (DHX)vsSAP SE ADR (SAP)
DHX
DHI Group Inc
$3.37
-8.17%
TECHNOLOGY · Cap: $145.58M
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 29722% more annual revenue ($37.34B vs $125.22M). SAP leads profitability with a 19.6% profit margin vs -1.8%. SAP appears more attractively valued with a PEG of 1.44. SAP earns a higher WallStSmart Score of 59/100 (C).
DHX
Hold50
out of 100
Grade: D+
SAP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.8%
Fair Value
$3.92
Current Price
$3.37
$0.55 discount
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
Reasonable price relative to book value
Earnings expanding 36.8% 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
Smaller company, higher risk/reward
ROE of -2.3% — below average capital efficiency
Revenue declined 10.2%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : DHX
The strongest argument for DHX centers on Price/Book, EPS Growth.
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 : DHX
The primary concerns for DHX are PEG Ratio, Market Cap, Return on Equity.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
DHX profiles as a turnaround stock while SAP is a mature play — different risk/reward profiles.
DHX carries more volatility with a beta of 1.25 — expect wider price swings.
SAP is growing revenue faster at 6.0% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (59/100 vs 50/100), backed by strong 19.6% margins. DHX offers better value entry with a 38.8% margin of safety. 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.
DHI Group Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
DHI Group, Inc. provides data, knowledge and job connections through specialized services for technology professionals in the United States, the United Kingdom, the rest of Europe, the Middle East, Africa, Asia Pacific and internationally. The company is headquartered in Centennial, Colorado.
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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