Alarm.com Holdings Inc (ALRM)vsSalesforce.com Inc (CRM)
ALRM
Alarm.com Holdings Inc
$65.03
-2.98%
TECHNOLOGY · Cap: $3.27B
CRM
Salesforce.com Inc
$213.65
-3.94%
TECHNOLOGY · Cap: $188.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 4041% more annual revenue ($43.94B vs $1.06B). CRM leads profitability with a 22.0% profit margin vs 11.1%. CRM appears more attractively valued with a PEG of 0.82. CRM earns a higher WallStSmart Score of 75/100 (B+).
ALRM
Buy54
out of 100
Grade: C-
CRM
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.2%
Fair Value
$68.47
Current Price
$65.03
$3.44 discount
Margin of Safety
+70.0%
Fair Value
$711.63
Current Price
$213.65
$497.98 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
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
Moderate valuation
Grey zone — moderate risk
Earnings declined 23.4%
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ALRM
PEG of 1.41 suggests the stock is reasonably priced for its growth.
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 : ALRM
The primary concerns for ALRM are P/E Ratio, Altman Z-Score, EPS Growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
ALRM profiles as a value stock while CRM is a mature play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.26 — expect wider price swings.
CRM is growing revenue faster at 10.8% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (75/100 vs 54/100), backed by strong 22.0% margins and 10.8% revenue growth. ALRM offers better value entry with a 32.2% margin of safety. Both earn "Strong 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.
Alarm.com Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Alarm.com Holdings, Inc. offers cloud-based solutions for smart residential and commercial properties in the United States and internationally. The company is headquartered in Tysons, Virginia.
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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