Autodesk Inc (ADSK)vsSalesforce.com Inc (CRM)
ADSK
Autodesk Inc
$242.38
+0.12%
TECHNOLOGY · Cap: $50.14B
CRM
Salesforce.com Inc
$242.11
-4.61%
TECHNOLOGY · Cap: $198.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 464% more annual revenue ($43.94B vs $7.79B). CRM leads profitability with a 22.0% profit margin vs 21.1%. CRM appears more attractively valued with a PEG of 0.78. ADSK earns a higher WallStSmart Score of 76/100 (B+).
ADSK
Strong Buy76
out of 100
Grade: B+
CRM
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.4%
Fair Value
$199.79
Current Price
$242.38
$42.59 premium
Margin of Safety
+65.3%
Fair Value
$713.65
Current Price
$242.11
$471.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 49 in profit
Earnings expanding 59.6% YoY
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 29.2%
Earnings expanding 118.9% YoY
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 21.4%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 15.0x book value
Elevated debt levels
Distress zone — elevated risk
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ADSK
The strongest argument for ADSK centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 21.1% and operating margin at 29.2%. Revenue growth of 16.1% demonstrates continued momentum.
Bull Case : CRM
The strongest argument for CRM centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bear Case : ADSK
The primary concerns for ADSK are P/E Ratio, Price/Book, Debt/Equity.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
ADSK profiles as a growth stock while CRM is a mature play — different risk/reward profiles.
ADSK carries more volatility with a beta of 1.33 — expect wider price swings.
ADSK is growing revenue faster at 16.1% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
ADSK scores higher overall (76/100 vs 73/100), backed by strong 21.1% margins and 16.1% revenue growth. CRM offers better value entry with a 65.3% margin of safety. Both earn "Strong Buy" and "Strong 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.
Autodesk Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Autodesk, Inc. is an American multinational software corporation that makes software products and services for the architecture, engineering, construction, manufacturing, media, education, and entertainment industries. Autodesk is headquartered in San Rafael, California.
Salesforce.com Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
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