Bentley Systems Inc (BSY)vsSalesforce.com Inc (CRM)
BSY
Bentley Systems Inc
$32.93
-0.39%
TECHNOLOGY · Cap: $9.32B
CRM
Salesforce.com Inc
$185.66
-0.81%
TECHNOLOGY · Cap: $164.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 2654% more annual revenue ($42.83B vs $1.56B). CRM leads profitability with a 18.7% profit margin vs 18.1%. CRM appears more attractively valued with a PEG of 1.02. CRM earns a higher WallStSmart Score of 71/100 (B).
BSY
Buy64
out of 100
Grade: C+
CRM
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.0%
Fair Value
$43.48
Current Price
$32.93
$10.55 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
Strong operational efficiency at 30.6%
Every $100 of equity generates 23 in profit
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
Premium valuation, high expectations priced in
Trading at 8.4x book value
Distress zone — elevated risk
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BSY
The strongest argument for BSY centers on Operating Margin, Return on Equity. Profitability is solid with margins at 18.1% and operating margin at 30.6%. Revenue growth of 14.5% 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 : BSY
The primary concerns for BSY are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.14 — expect wider price swings.
BSY is growing revenue faster at 14.5% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRM scores higher overall (71/100 vs 64/100), backed by strong 18.7% margins and 13.3% revenue growth. BSY offers better value entry with a 22.0% 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.
Bentley Systems Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Bentley Systems, Incorporated, provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Exton, Pennsylvania.
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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