SAP SE ADR (SAP)vsThryv Holdings Inc (THRY)
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
THRY
Thryv Holdings Inc
$3.80
+4.97%
TECHNOLOGY · Cap: $168.09M
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 4741% more annual revenue ($37.34B vs $771.33M). SAP leads profitability with a 19.6% profit margin vs 1.9%. THRY trades at a lower P/E of 11.5x. SAP earns a higher WallStSmart Score of 59/100 (C).
SAP
Buy59
out of 100
Grade: C
THRY
Buy51
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
Intrinsic value data unavailable for THRY.
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
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 106.7% YoY
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
ROE of 6.9% — below average capital efficiency
1.9% margin — thin
Operating margin of 2.2%
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 : THRY
The strongest argument for THRY centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Bear Case : THRY
The primary concerns for THRY are Market Cap, Return on Equity, Profit Margin. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
SAP profiles as a mature stock while THRY is a value play — different risk/reward profiles.
THRY carries more volatility with a beta of 0.91 — 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 (59/100 vs 51/100), backed by strong 19.6% margins. 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 →Thryv Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Thryv Holdings, Inc. provides cloud-based tools and digital marketing solutions to small and medium-sized businesses (SMBs) in the United States. The company is headquartered in DFW Airport, Texas.
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