Jamf Holding (JAMF)vsSAP SE ADR (SAP)
JAMF
Jamf Holding
$13.05
0.00%
TECHNOLOGY · Cap: $1.75B
SAP
SAP SE ADR
$173.70
-0.58%
TECHNOLOGY · Cap: $204.11B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 5307% more annual revenue ($37.34B vs $690.59M). SAP leads profitability with a 19.6% profit margin vs -0.1%. SAP earns a higher WallStSmart Score of 62/100 (C+).
JAMF
Hold35
out of 100
Grade: F
SAP
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.1%
Fair Value
$33.55
Current Price
$13.05
$20.50 discount
Margin of Safety
-16.9%
Fair Value
$168.01
Current Price
$173.70
$5.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Generating 3.3B in free cash flow
Areas to Watch
0.2% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 0.0%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : JAMF
The strongest argument for JAMF centers on Price/Book.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Operating Margin, Altman Z-Score. Profitability is solid with margins at 19.6% and operating margin at 30.0%. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : JAMF
The primary concerns for JAMF are Revenue Growth, EPS Growth, Market Cap.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
JAMF profiles as a turnaround stock while SAP is a mature play — different risk/reward profiles.
SAP carries more volatility with a beta of 0.71 — expect wider price swings.
SAP is growing revenue faster at 6.0% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (62/100 vs 35/100), backed by strong 19.6% margins. JAMF offers better value entry with a 61.1% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Jamf Holding
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Jamf Holding Corp. The company is headquartered in Minneapolis, Minnesota.
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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