Blackbaud Inc (BLKB)vsSalesforce.com Inc (CRM)
BLKB
Blackbaud Inc
$28.31
-0.21%
TECHNOLOGY · Cap: $1.28B
CRM
Salesforce.com Inc
$185.66
-0.76%
TECHNOLOGY · Cap: $164.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3658% more annual revenue ($42.83B vs $1.14B). CRM leads profitability with a 18.7% profit margin vs 12.4%. BLKB appears more attractively valued with a PEG of 0.31. CRM earns a higher WallStSmart Score of 71/100 (B).
BLKB
Strong Buy68
out of 100
Grade: B-
CRM
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.1%
Fair Value
$80.12
Current Price
$28.31
$51.81 discount
Margin of Safety
+74.7%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 42 in profit
Earnings expanding 651.0% YoY
Earnings expanding 52.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Areas to Watch
4.2% revenue growth
Smaller company, higher risk/reward
Trading at 37.3x book value
Distress zone — elevated risk
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BLKB
The strongest argument for BLKB centers on PEG Ratio, P/E Ratio, Return on Equity. PEG of 0.31 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 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.
Bear Case : BLKB
The primary concerns for BLKB are Revenue Growth, Market Cap, Price/Book. Debt-to-equity of 34.33 is elevated, increasing financial risk.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
BLKB profiles as a value stock while CRM is a mature play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — 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 (71/100 vs 68/100), backed by strong 18.7% margins and 13.3% revenue growth. BLKB offers better value entry with a 37.1% 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.
Blackbaud Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, businesses, educational institutions, healthcare organizations, and other social concern entities in the United States and internationally. The company is headquartered in Charleston, South Carolina.
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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