Freshworks Inc (FRSH)vsSAP SE ADR (SAP)
FRSH
Freshworks Inc
$12.11
-4.65%
TECHNOLOGY · Cap: $3.92B
SAP
SAP SE ADR
$233.45
-4.14%
TECHNOLOGY · Cap: $272.16B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 4258% more annual revenue ($39.39B vs $903.87M). FRSH leads profitability with a 20.5% profit margin vs 20.4%. FRSH appears more attractively valued with a PEG of 0.63. SAP earns a higher WallStSmart Score of 60/100 (C).
FRSH
Buy60
out of 100
Grade: C
SAP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.6%
Fair Value
$18.99
Current Price
$12.11
$6.88 discount
Margin of Safety
-25.4%
Fair Value
$156.60
Current Price
$233.45
$76.85 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
16.0% revenue growth
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 29.5%
Generating 1.7B in free cash flow
Areas to Watch
0.0% earnings growth
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
Trading at 73.2x 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 20.5% and operating margin at 5.5%. Revenue growth of 16.0% 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 29.5%. Revenue growth of 13.2% demonstrates continued momentum.
Bear Case : FRSH
The primary concerns for FRSH are EPS Growth, Altman Z-Score.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E 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 0.90 — expect wider price swings.
FRSH is growing revenue faster at 16.0% — sustainability is the question.
SAP generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
FRSH scores higher overall (60/100 vs 60/100), backed by strong 20.5% margins and 16.0% revenue growth. 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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