WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SAP SE ADR generates 5029% more annual revenue ($38.19B vs $744.56M). SAP leads profitability with a 20.4% profit margin vs 0.6%. EGHT appears more attractively valued with a PEG of 0.48. SAP earns a higher WallStSmart Score of 64/100 (C+).

EGHT

Buy

58

out of 100

Grade: C

Growth: 6.0Profit: 3.5Value: 7.3Quality: 3.5
Piotroski: 4/9Altman Z: -0.45

SAP

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 8.5Value: 4.0Quality: 8.0
Piotroski: 6/9Altman Z: 3.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EGHTUndervalued (+88.9%)

Margin of Safety

+88.9%

Fair Value

$24.14

Current Price

$1.84

$22.30 discount

UndervaluedFair: $24.14Overvalued
SAPSignificantly Overvalued (-30.1%)

Margin of Safety

-30.1%

Fair Value

$151.01

Current Price

$206.36

$55.35 premium

UndervaluedFair: $151.01Overvalued

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
1.8x8/10

Reasonable price relative to book value

SAP6 strengths · Avg: 9.0/10
Market CapQuality
$248.28B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.1110/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
20.4%9/10

Keeps 20 of every $100 in revenue as profit

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Operating MarginProfitability
27.6%8/10

Strong operational efficiency at 27.6%

EPS GrowthGrowth
30.6%8/10

Earnings expanding 30.6% YoY

Areas to Watch

EGHT4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.9%4/10

4.9% revenue growth

Market CapQuality
$271.54M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.6%3/10

0.6% margin — thin

Operating MarginProfitability
2.3%3/10

Operating margin of 2.3%

SAP3 concerns · Avg: 3.3/10
PEG RatioValuation
1.644/10

Expensive relative to growth rate

P/E RatioValuation
27.8x4/10

Moderate valuation

Price/BookValuation
64.9x2/10

Trading at 64.9x book value

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 Market Cap, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.4% and operating margin at 27.6%.

Bear Case : EGHT

The primary concerns for EGHT are Revenue Growth, Market Cap, Profit Margin. A P/E of 62.7x leaves little room for execution misses. Debt-to-equity of 2.42 is elevated, increasing financial risk.

Bear Case : SAP

The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.

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 1.84 — expect wider price swings.

SAP is growing revenue faster at 9.4% — sustainability is the question.

SAP generates stronger free cash flow (3.0B), providing more financial flexibility.

Bottom Line

SAP scores higher overall (64/100 vs 58/100), backed by strong 20.4% margins. EGHT offers better value entry with a 88.9% 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.

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