SAP SE ADR (SAP)vsServiceTitan, Inc. Class A Common Stock (TTAN)
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
TTAN
ServiceTitan, Inc. Class A Common Stock
$63.08
-2.67%
TECHNOLOGY · Cap: $6.13B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 3729% more annual revenue ($36.80B vs $960.97M). SAP leads profitability with a 19.5% profit margin vs -16.6%. SAP earns a higher WallStSmart Score of 58/100 (C).
SAP
Buy58
out of 100
Grade: C
TTAN
Avoid33
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 TTAN.
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
Generating 39.9B in free cash flow
Revenue surging 21.4% year-over-year
Areas to Watch
Moderate valuation
3.3% revenue growth
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Currently unprofitable
Operating margin of -15.6%
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 : TTAN
The strongest argument for TTAN centers on Free Cash Flow, Revenue Growth. Revenue growth of 21.4% demonstrates continued momentum.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Bear Case : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Profit Margin.
Key Dynamics to Monitor
SAP profiles as a value stock while TTAN is a growth play — different risk/reward profiles.
TTAN is growing revenue faster at 21.4% — sustainability is the question.
TTAN generates stronger free cash flow (39.9B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAP scores higher overall (58/100 vs 33/100), 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 →ServiceTitan, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceTitan, Inc. (TTAN) is a leading software platform designed to optimize operational efficiency for the residential and commercial service sectors, focusing on industries such as plumbing, HVAC, and electrical services. By leveraging advanced scheduling, invoicing, and customer management tools, the company empowers contractors with data analytics and automation that promote enhanced performance and profitability. As a transformative force within the service industry, ServiceTitan is dedicated to continuous innovation of its product offerings and expanding its market presence, positioning itself as a vital partner for contractors navigating an increasingly competitive landscape.
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