SAP SE ADR (SAP)vsTrane Technologies plc (TT)
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
TT
Trane Technologies plc
$463.76
+2.30%
INDUSTRIALS · Cap: $104.46B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 73% more annual revenue ($37.34B vs $21.60B). SAP leads profitability with a 19.6% profit margin vs 13.4%. SAP appears more attractively valued with a PEG of 1.44. SAP earns a higher WallStSmart Score of 59/100 (C).
SAP
Buy59
out of 100
Grade: C
TT
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34.8%
Fair Value
$145.80
Current Price
$184.77
$38.97 premium
Intrinsic value data unavailable for TT.
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
Every $100 of equity generates 34 in profit
Large-cap with strong market position
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.9x book value
Earnings declined 2.1%
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 : TT
The strongest argument for TT centers on Return on Equity, Market Cap.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Bear Case : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
SAP profiles as a mature stock while TT is a value play — different risk/reward profiles.
TT carries more volatility with a beta of 1.21 — expect wider price swings.
TT 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 52/100), 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 →Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
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