Bentley Systems Inc (BSY)vsSalesforce.com Inc (CRM)
BSY
Bentley Systems Inc
$30.97
-0.10%
TECHNOLOGY · Cap: $9.92B
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 2643% more annual revenue ($43.94B vs $1.60B). CRM leads profitability with a 22.0% profit margin vs 18.1%. CRM appears more attractively valued with a PEG of 0.90. CRM earns a higher WallStSmart Score of 74/100 (B).
BSY
Buy64
out of 100
Grade: C+
CRM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.4%
Fair Value
$43.71
Current Price
$30.97
$12.74 discount
Margin of Safety
+65.7%
Fair Value
$721.77
Current Price
$247.72
$474.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 23 in profit
Strong operational efficiency at 25.0%
Mega-cap, among the largest globally
Earnings expanding 118.9% YoY
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
Premium valuation, high expectations priced in
Elevated debt levels
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 Return on Equity, Operating Margin. Profitability is solid with margins at 18.1% and operating margin at 25.0%. Revenue growth of 12.8% demonstrates continued momentum.
Bull Case : CRM
The strongest argument for CRM centers on Market Cap, EPS Growth, 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 : BSY
The primary concerns for BSY are P/E Ratio, Debt/Equity, 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 1.20 — expect wider price swings.
BSY is growing revenue faster at 12.8% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRM scores higher overall (74/100 vs 64/100), backed by strong 22.0% margins and 10.8% revenue growth. BSY offers better value entry with a 22.4% 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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