Commerce.com, Inc. (CMRC)vsSalesforce.com Inc (CRM)
CMRC
Commerce.com, Inc.
$2.82
-0.88%
TECHNOLOGY · Cap: $236.81M
CRM
Salesforce.com Inc
$185.66
-0.34%
TECHNOLOGY · Cap: $164.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 12249% more annual revenue ($42.83B vs $346.82M). CRM leads profitability with a 18.7% profit margin vs -4.4%. CRM earns a higher WallStSmart Score of 71/100 (B).
CMRC
Avoid33
out of 100
Grade: F
CRM
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.2%
Fair Value
$25.33
Current Price
$2.82
$22.51 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
No standout strengths identified
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
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -32.5% — below average capital efficiency
Distress zone — elevated risk
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CMRC
CMRC has a balanced fundamental profile.
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 : CMRC
The primary concerns for CMRC are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 3.52 is elevated, increasing financial risk.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
CMRC profiles as a turnaround stock while CRM is a mature play — different risk/reward profiles.
CMRC 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 33/100), backed by strong 18.7% margins and 13.3% revenue growth. CMRC offers better value entry with a 89.2% 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.
Commerce.com, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Commerce.com, Inc. operates a software-as-a-service e-commerce platform for brands and retailers in the United States, North and South America, Europe, the Middle East, Africa, and the Asia Pacific. The company is headquartered in Austin, Texas.
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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