Blackline Inc (BL)vsSalesforce.com Inc (CRM)
BL
Blackline Inc
$30.66
-5.46%
TECHNOLOGY · Cap: $1.77B
CRM
Salesforce.com Inc
$188.38
-4.07%
TECHNOLOGY · Cap: $139.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5876% more annual revenue ($42.83B vs $716.65M). CRM leads profitability with a 18.7% profit margin vs 3.7%. CRM appears more attractively valued with a PEG of 0.71. CRM earns a higher WallStSmart Score of 76/100 (B+).
BL
Hold43
out of 100
Grade: D
CRM
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.8%
Fair Value
$85.07
Current Price
$30.66
$54.41 discount
Margin of Safety
+73.6%
Fair Value
$713.24
Current Price
$188.38
$524.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 37.7% YoY
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
Smaller company, higher risk/reward
3.7% margin — thin
Operating margin of 4.3%
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BL
The strongest argument for BL centers on EPS Growth.
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 : BL
The primary concerns for BL are Market Cap, Profit Margin, Operating Margin. A P/E of 71.9x leaves little room for execution misses. Debt-to-equity of 2.25 is elevated, increasing financial risk.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
BL profiles as a value stock while CRM is a mature play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.18 — expect wider price swings.
CRM is growing revenue faster at 13.3% — 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 43/100), backed by strong 18.7% margins and 13.3% revenue growth. BL offers better value entry with a 50.8% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Blackline Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
BlackLine, Inc. offers cloud-based solutions to automate and streamline accounting and finance operations in the United States and internationally. The company is headquartered in Woodland Hills, 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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