Freshworks Inc (FRSH)vsSAP SE ADR (SAP)
FRSH
Freshworks Inc
$11.84
+2.16%
TECHNOLOGY · Cap: $3.14B
SAP
SAP SE ADR
$206.16
+3.36%
TECHNOLOGY · Cap: $208.77B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 4284% more annual revenue ($38.19B vs $871.17M). FRSH leads profitability with a 20.7% profit margin vs 20.4%. FRSH appears more attractively valued with a PEG of 0.61. SAP earns a higher WallStSmart Score of 64/100 (C+).
FRSH
Buy60
out of 100
Grade: C+
SAP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.2%
Fair Value
$17.89
Current Price
$11.84
$6.05 discount
Margin of Safety
-30.4%
Fair Value
$150.68
Current Price
$206.16
$55.48 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
16.5% revenue growth
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 27.6%
Earnings expanding 30.6% YoY
Generating 3.0B in free cash flow
Areas to Watch
0.0% earnings growth
Distress zone — elevated risk
Operating margin of -3.5%
Expensive relative to growth rate
Trading at 65.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FRSH
The strongest argument for FRSH centers on Debt/Equity, Profit Margin, PEG Ratio. Profitability is solid with margins at 20.7% and operating margin at -3.5%. Revenue growth of 16.5% 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 : FRSH
The primary concerns for FRSH are EPS Growth, Altman Z-Score, Operating Margin.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, Price/Book.
Key Dynamics to Monitor
FRSH profiles as a growth stock while SAP is a mature play — different risk/reward profiles.
FRSH carries more volatility with a beta of 0.88 — expect wider price swings.
FRSH is growing revenue faster at 16.5% — 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 60/100), backed by strong 20.4% margins. FRSH offers better value entry with a 59.2% 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.
Freshworks Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Papa Murphy's Holdings, Inc. owns, operates and franchises Take? The company is headquartered in Vancouver, Washington.
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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