Immersion Corporation (IMMR)vsSAP SE ADR (SAP)
IMMR
Immersion Corporation
$6.21
+2.48%
TECHNOLOGY · Cap: $216.13M
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 22458% more annual revenue ($36.80B vs $163.13M). IMMR leads profitability with a 40.6% profit margin vs 19.5%. IMMR trades at a lower P/E of 3.6x. IMMR earns a higher WallStSmart Score of 70/100 (B-).
IMMR
Strong Buy70
out of 100
Grade: B-
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+92.5%
Fair Value
$84.24
Current Price
$6.21
$78.03 discount
Margin of Safety
-88.8%
Fair Value
$104.04
Current Price
$168.95
$64.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 41 of every $100 in revenue as profit
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 29.2%
Generating 1.1B in free cash flow
Areas to Watch
3.2% earnings growth
Smaller company, higher risk/reward
Operating margin of 4.1%
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : IMMR
The strongest argument for IMMR centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 40.6% and operating margin at 4.1%. Revenue growth of 13.2% demonstrates continued momentum.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 19.5% and operating margin at 29.2%. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bear Case : IMMR
The primary concerns for IMMR are EPS Growth, Market Cap, Operating Margin.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
IMMR profiles as a mature stock while SAP is a value play — different risk/reward profiles.
IMMR carries more volatility with a beta of 0.88 — expect wider price swings.
IMMR is growing revenue faster at 13.2% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
IMMR scores higher overall (70/100 vs 58/100), backed by strong 40.6% margins and 13.2% revenue growth. Both earn "Strong 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.
Immersion Corporation
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Immersion Corporation creates, designs, develops, and licenses haptic technologies that enable people to use their sense of touch to interact and experience various digital products in North America, Europe, and Asia. The company is headquartered in San Francisco, 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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