WallStSmart

8x8 Inc Common Stock (EGHT)vsSAP SE ADR (SAP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SAP SE ADR generates 4975% more annual revenue ($37.34B vs $735.75M). SAP leads profitability with a 19.6% profit margin vs 0.2%. EGHT appears more attractively valued with a PEG of 0.48. SAP earns a higher WallStSmart Score of 59/100 (C).

EGHT

Buy

58

out of 100

Grade: C

Growth: 6.0Profit: 3.5Value: 7.3Quality: 4.3
Piotroski: 4/9

SAP

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 8.5Value: 4.7Quality: 6.8
Piotroski: 6/9Altman Z: 3.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EGHTUndervalued (+89.4%)

Margin of Safety

+89.4%

Fair Value

$25.34

Current Price

$2.23

$23.11 discount

UndervaluedFair: $25.34Overvalued
SAPSignificantly Overvalued (-34.7%)

Margin of Safety

-34.7%

Fair Value

$145.83

Current Price

$184.77

$38.94 premium

UndervaluedFair: $145.83Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EGHT3 strengths · Avg: 9.3/10
PEG RatioValuation
0.4810/10

Growing faster than its price suggests

EPS GrowthGrowth
83.4%10/10

Earnings expanding 83.4% YoY

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

SAP4 strengths · Avg: 9.3/10
Operating MarginProfitability
30.0%10/10

Strong operational efficiency at 30.0%

Altman Z-ScoreHealth
3.1110/10

Safe zone — low bankruptcy risk

Market CapQuality
$192.92B9/10

Large-cap with strong market position

Free Cash FlowQuality
$3.27B8/10

Generating 3.3B in free cash flow

Areas to Watch

EGHT4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Market CapQuality
$266.85M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.2%3/10

0.2% margin — thin

Operating MarginProfitability
1.8%3/10

Operating margin of 1.8%

SAP0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : EGHT

The strongest argument for EGHT centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.48 suggests the stock is reasonably priced for its 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 : EGHT

The primary concerns for EGHT are Revenue Growth, Market Cap, Profit Margin. A P/E of 189.0x leaves little room for execution misses. Debt-to-equity of 2.53 is elevated, increasing financial risk.

Bear Case : SAP

No major red flags identified for SAP, but monitor valuation.

Key Dynamics to Monitor

EGHT profiles as a value stock while SAP is a mature play — different risk/reward profiles.

EGHT carries more volatility with a beta of 1.82 — 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 58/100), backed by strong 19.6% margins. EGHT offers better value entry with a 89.4% margin of safety. 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.

8x8 Inc Common Stock

TECHNOLOGY · SOFTWARE - APPLICATION · USA

8x8, Inc. provides enterprise-class voice, video, chat, contact center and contact center application programmable interface (API) software solutions for small and medium-sized businesses, medium-sized and large businesses, government agencies, and other organizations to world level. The company is headquartered in Campbell, California.

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 →

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