InterDigital Inc (IDCC)vsSAP SE ADR (SAP)
IDCC
InterDigital Inc
$344.56
+4.92%
TECHNOLOGY · Cap: $7.87B
SAP
SAP SE ADR
$206.16
+3.36%
TECHNOLOGY · Cap: $208.77B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 4507% more annual revenue ($38.19B vs $828.92M). IDCC leads profitability with a 44.2% profit margin vs 20.4%. IDCC appears more attractively valued with a PEG of 1.32. SAP earns a higher WallStSmart Score of 64/100 (C+).
IDCC
Buy56
out of 100
Grade: C
SAP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IDCC.
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
Every $100 of equity generates 33 in profit
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 40.1%
Safe zone — low bankruptcy risk
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
Premium valuation, high expectations priced in
Trading at 8.1x book value
Weak financial health signals
Revenue declined 2.4%
Expensive relative to growth rate
Trading at 65.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : IDCC
The strongest argument for IDCC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 44.2% and operating margin at 40.1%. PEG of 1.32 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 : IDCC
The primary concerns for IDCC are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, Price/Book.
Key Dynamics to Monitor
IDCC profiles as a declining stock while SAP is a mature play — different risk/reward profiles.
IDCC carries more volatility with a beta of 1.41 — 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 56/100), backed by strong 20.4% margins. 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.
InterDigital Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
InterDigital, Inc. designs and develops technologies that enable and enhance wireless communications in the United States and internationally. The company is headquartered in Wilmington, Delaware.
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
Want to dig deeper into these stocks?