Jfrog Ltd (FROG)vsSAP SE ADR (SAP)
FROG
Jfrog Ltd
$92.33
+2.65%
TECHNOLOGY · Cap: $11.34B
SAP
SAP SE ADR
$210.68
+0.70%
TECHNOLOGY · Cap: $241.75B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 6266% more annual revenue ($38.19B vs $599.96M). SAP leads profitability with a 20.4% profit margin vs -7.3%. SAP earns a higher WallStSmart Score of 64/100 (C+).
FROG
Avoid29
out of 100
Grade: F
SAP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.6%
Fair Value
$57.07
Current Price
$92.33
$35.26 premium
Margin of Safety
-29.9%
Fair Value
$151.18
Current Price
$210.68
$59.50 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 28.7% year-over-year
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 27.6%
Earnings expanding 30.6% YoY
Areas to Watch
Trading at 11.8x book value
0.0% earnings growth
ROE of -4.6% — below average capital efficiency
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
Trading at 66.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FROG
The strongest argument for FROG centers on Debt/Equity, Revenue Growth. Revenue growth of 28.7% demonstrates continued momentum.
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 : FROG
The primary concerns for FROG are Price/Book, EPS Growth, Return on Equity.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
FROG profiles as a growth stock while SAP is a mature play — different risk/reward profiles.
FROG carries more volatility with a beta of 1.28 — expect wider price swings.
FROG is growing revenue faster at 28.7% — 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 29/100), backed by strong 20.4% margins. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Jfrog Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
JFrog Ltd. provides a DevOps platform for a continuous software release management platform that enables organizations to deliver software updates to any system in the United States. The company is headquartered in Sunnyvale, 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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