Amplitude Inc (AMPL)vsSalesforce.com Inc (CRM)
AMPL
Amplitude Inc
$7.66
-1.16%
TECHNOLOGY · Cap: $913.75M
CRM
Salesforce.com Inc
$150.12
-0.46%
TECHNOLOGY · Cap: $134.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 11905% more annual revenue ($42.83B vs $356.75M). CRM leads profitability with a 18.7% profit margin vs -25.1%. CRM earns a higher WallStSmart Score of 76/100 (B+).
AMPL
Avoid32
out of 100
Grade: F
CRM
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.2%
Fair Value
$12.47
Current Price
$7.66
$4.81 discount
Margin of Safety
+78.9%
Fair Value
$720.27
Current Price
$150.12
$570.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
16.9% revenue growth
Earnings expanding 52.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -41.2% — below average capital efficiency
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : AMPL
The strongest argument for AMPL centers on Debt/Equity, Revenue Growth. Revenue growth of 16.9% 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 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.
Bear Case : AMPL
The primary concerns for AMPL 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
AMPL profiles as a growth stock while CRM is a mature play — different risk/reward profiles.
AMPL carries more volatility with a beta of 1.45 — expect wider price swings.
AMPL is growing revenue faster at 16.9% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (76/100 vs 32/100), backed by strong 18.7% margins and 13.3% revenue growth. AMPL offers better value entry with a 46.2% 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.
Amplitude Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Amplitude Inc is a premier product intelligence platform that empowers organizations to gain deep insights into user behavior and optimize product performance. Through its advanced analytics solutions, Amplitude enhances customer engagement and retention, enabling businesses across various industries to drive sustainable growth. With a strong emphasis on innovation and scalability, Amplitude occupies a strategic position in the rapidly evolving digital analytics sector, making it a vital partner for enterprises aiming to elevate customer experiences and streamline operational efficiencies.
Visit Website →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.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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