SAP SE ADR (SAP)vsSemrush Holdings Inc (SEMR)
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
SEMR
Semrush Holdings Inc
$11.93
0.00%
TECHNOLOGY · Cap: $1.81B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 8195% more annual revenue ($36.80B vs $443.64M). SAP leads profitability with a 19.5% profit margin vs -4.3%. SAP earns a higher WallStSmart Score of 58/100 (C).
SAP
Buy58
out of 100
Grade: C
SEMR
Avoid23
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.8%
Fair Value
$104.04
Current Price
$168.95
$64.91 premium
Intrinsic value data unavailable for SEMR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
3.3% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -7.0% — below average capital efficiency
Earnings declined 42.3%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SEMR
The strongest argument for SEMR centers on Debt/Equity. Revenue growth of 14.6% demonstrates continued momentum.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Bear Case : SEMR
The primary concerns for SEMR are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
SAP profiles as a value stock while SEMR is a turnaround play — different risk/reward profiles.
SEMR carries more volatility with a beta of 1.55 — expect wider price swings.
SEMR is growing revenue faster at 14.6% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (58/100 vs 23/100), backed by strong 19.5% margins. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 →Semrush Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SEMrush Holdings, Inc. develops online visibility management software as a platform of service (SaaS). The company is headquartered in Boston, Massachusetts with additional offices in Pennsylvania, Texas, Czech Republic, Cyprus, Poland, and Russia.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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