SAP SE ADR (SAP)vsAtlassian Corp Plc (TEAM)
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
TEAM
Atlassian Corp Plc
$99.47
-2.00%
TECHNOLOGY · Cap: $22.46B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 503% more annual revenue ($37.34B vs $6.19B). SAP leads profitability with a 19.6% profit margin vs -3.5%. TEAM appears more attractively valued with a PEG of 0.68. SAP earns a higher WallStSmart Score of 59/100 (C).
SAP
Buy59
out of 100
Grade: C
TEAM
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34.7%
Fair Value
$145.83
Current Price
$184.77
$38.94 premium
Margin of Safety
+81.1%
Fair Value
$459.43
Current Price
$99.47
$359.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Generating 3.3B in free cash flow
Revenue surging 31.7% year-over-year
Earnings expanding 172.2% YoY
Growing faster than its price suggests
Areas to Watch
No major concerns identified
Trading at 16.6x book value
Elevated debt levels
ROE of -24.7% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TEAM
The strongest argument for TEAM centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 31.7% demonstrates continued momentum. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Bear Case : TEAM
The primary concerns for TEAM are Price/Book, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
SAP profiles as a mature stock while TEAM is a hypergrowth play — different risk/reward profiles.
TEAM carries more volatility with a beta of 1.07 — expect wider price swings.
TEAM is growing revenue faster at 31.7% — 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 56/100), backed by strong 19.6% margins. TEAM offers better value entry with a 81.1% 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.
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 →Atlassian Corp Plc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Atlassian Corporation Plc designs, develops, licenses and maintains various software products worldwide. The company is headquartered in Sydney, Australia.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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