InterDigital Inc (IDCC)vsSAP SE ADR (SAP)
IDCC
InterDigital Inc
$285.28
-0.44%
TECHNOLOGY · Cap: $8.49B
SAP
SAP SE ADR
$233.45
-4.14%
TECHNOLOGY · Cap: $272.16B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 4895% more annual revenue ($39.39B vs $788.50M). IDCC leads profitability with a 38.3% profit margin vs 20.4%. IDCC appears more attractively valued with a PEG of 1.32. SAP earns a higher WallStSmart Score of 60/100 (C).
IDCC
Buy56
out of 100
Grade: C
SAP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IDCC.
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
Every $100 of equity generates 33 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 53.5%
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
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
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 13.4%
Earnings declined 36.4%
Expensive relative to growth rate
Moderate valuation
Trading at 73.2x 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 38.3% and operating margin at 53.5%. 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 29.5%. Revenue growth of 13.2% demonstrates continued momentum.
Bear Case : IDCC
The primary concerns for IDCC are P/E Ratio, Piotroski F-Score, Revenue Growth.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E 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 1.42 — expect wider price swings.
SAP is growing revenue faster at 13.2% — sustainability is the question.
SAP generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (60/100 vs 56/100), backed by strong 20.4% margins and 13.2% 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.
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.
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