Lightspeed Commerce Inc (LSPD)vsSAP SE ADR (SAP)
LSPD
Lightspeed Commerce Inc
$9.24
-2.43%
TECHNOLOGY · Cap: $1.33B
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 2943% more annual revenue ($37.34B vs $1.23B). SAP leads profitability with a 19.6% profit margin vs -11.8%. SAP earns a higher WallStSmart Score of 59/100 (C).
LSPD
Hold40
out of 100
Grade: D
SAP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LSPD.
Margin of Safety
-34.7%
Fair Value
$145.83
Current Price
$184.77
$38.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Generating 3.3B in free cash flow
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -9.7% — below average capital efficiency
Negative free cash flow — burning cash
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : LSPD
The strongest argument for LSPD centers on Price/Book, Debt/Equity, Altman Z-Score. Revenue growth of 14.7% demonstrates continued momentum.
Bull Case : SAP
The strongest argument for SAP centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 19.6% and operating margin at 30.0%. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bear Case : LSPD
The primary concerns for LSPD are EPS Growth, Market Cap, Return on Equity.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
LSPD profiles as a turnaround stock while SAP is a mature play — different risk/reward profiles.
LSPD carries more volatility with a beta of 1.85 — expect wider price swings.
LSPD is growing revenue faster at 14.7% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (59/100 vs 40/100), backed by strong 19.6% margins. 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.
Lightspeed Commerce Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Lightspeed POS Inc. provides a software-as-a-service (SaaS) platform that enables commerce for small and medium-sized businesses, retailers, restaurants, and golf course operators in Canada, the United States, Germany, Australia, and internationally. The company is headquartered in Montral, Canada.
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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