Alkami Technology Inc (ALKT)vsSalesforce.com Inc (CRM)
ALKT
Alkami Technology Inc
$20.51
+7.61%
TECHNOLOGY · Cap: $1.99B
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 8872% more annual revenue ($43.94B vs $489.73M). CRM leads profitability with a 22.0% profit margin vs -9.2%. CRM earns a higher WallStSmart Score of 74/100 (B).
ALKT
Avoid27
out of 100
Grade: F
CRM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.7%
Fair Value
$31.05
Current Price
$20.51
$10.54 discount
Margin of Safety
+65.7%
Fair Value
$721.77
Current Price
$247.72
$474.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
15.9% revenue growth
Mega-cap, among the largest globally
Earnings expanding 118.9% YoY
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
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -14.1% — below average capital efficiency
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ALKT
The strongest argument for ALKT centers on Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum.
Bull Case : CRM
The strongest argument for CRM centers on Market Cap, EPS Growth, 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 : ALKT
The primary concerns for ALKT are EPS Growth, Market Cap, Piotroski F-Score.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
ALKT profiles as a growth stock while CRM is a mature play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — expect wider price swings.
ALKT is growing revenue faster at 15.9% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (74/100 vs 27/100), backed by strong 22.0% margins and 10.8% revenue growth. ALKT offers better value entry with a 45.7% margin of safety. Both earn "Strong 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.
Alkami Technology Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Alkami Technology, Inc. offers a cloud-based digital banking platform to serve banks and credit unions in the United States. The company is headquartered in Plano, Texas.
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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