SAP SE ADR (SAP)vsWorkday Inc (WDAY)
SAP
SAP SE ADR
$175.86
-4.95%
TECHNOLOGY · Cap: $225.34B
WDAY
Workday Inc
$135.96
+1.93%
TECHNOLOGY · Cap: $36.09B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 285% more annual revenue ($36.80B vs $9.55B). SAP leads profitability with a 19.5% profit margin vs 7.3%. WDAY appears more attractively valued with a PEG of 0.51. WDAY earns a higher WallStSmart Score of 64/100 (C+).
SAP
Buy58
out of 100
Grade: C
WDAY
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.9%
Fair Value
$103.45
Current Price
$175.86
$72.41 premium
Margin of Safety
-18.8%
Fair Value
$121.68
Current Price
$135.96
$14.28 premium
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
Earnings expanding 62.9% YoY
Growing faster than its price suggests
Generating 1.2B in free cash flow
Areas to Watch
Moderate valuation
3.3% revenue growth
7.3% margin — thin
Premium valuation, high expectations priced in
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 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : WDAY
The strongest argument for WDAY centers on EPS Growth, PEG Ratio, Free Cash Flow. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.51 suggests the stock is reasonably priced for its growth.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Bear Case : WDAY
The primary concerns for WDAY are Profit Margin, P/E Ratio. A P/E of 52.0x leaves little room for execution misses.
Key Dynamics to Monitor
WDAY carries more volatility with a beta of 1.17 — expect wider price swings.
WDAY is growing revenue faster at 14.5% — sustainability is the question.
WDAY generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WDAY scores higher overall (64/100 vs 58/100) and 14.5% revenue growth. 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 →Workday Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
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