Ooma Inc (OOMA)vsSAP SE ADR (SAP)
OOMA
Ooma Inc
$16.88
-4.36%
TECHNOLOGY · Cap: $470.64M
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 12789% more annual revenue ($37.34B vs $289.72M). SAP leads profitability with a 19.6% profit margin vs 3.2%. SAP appears more attractively valued with a PEG of 1.44. SAP earns a higher WallStSmart Score of 59/100 (C).
OOMA
Buy50
out of 100
Grade: C-
SAP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.3%
Fair Value
$15.83
Current Price
$16.88
$1.05 discount
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
Conservative balance sheet, low leverage
Revenue surging 24.8% year-over-year
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
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
3.2% margin — thin
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : OOMA
The strongest argument for OOMA centers on Debt/Equity, Revenue Growth. Revenue growth of 24.8% 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 : OOMA
The primary concerns for OOMA are PEG Ratio, EPS Growth, Market Cap. A P/E of 51.9x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
OOMA profiles as a growth stock while SAP is a mature play — different risk/reward profiles.
OOMA carries more volatility with a beta of 1.22 — expect wider price swings.
OOMA is growing revenue faster at 24.8% — 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 50/100), backed by strong 19.6% margins. OOMA offers better value entry with a 28.3% margin of safety. 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.
Ooma Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, 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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