Salesforce.com Inc (CRM)vsCerence Inc (CRNC)
CRM
Salesforce.com Inc
$185.66
-0.34%
TECHNOLOGY · Cap: $164.49B
CRNC
Cerence Inc
$10.61
-13.95%
TECHNOLOGY · Cap: $557.17M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 14075% more annual revenue ($42.83B vs $302.14M). CRM leads profitability with a 18.7% profit margin vs -6.5%. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
CRNC
Avoid26
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.7%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Margin of Safety
+53.8%
Fair Value
$17.54
Current Price
$10.61
$6.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
No standout strengths identified
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -12.4% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : CRNC
CRNC has a balanced fundamental profile.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : CRNC
The primary concerns for CRNC are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while CRNC is a turnaround play — different risk/reward profiles.
CRNC carries more volatility with a beta of 2.98 — 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 26/100), backed by strong 18.7% margins and 13.3% revenue growth. CRNC offers better value entry with a 53.8% 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.
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.
Visit Website →Cerence Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Cerence Inc. provides assistants and innovations with artificial intelligence technology for connected and autonomous vehicles. Offers state-of-the-art software components; components connected to the cloud; tool kits; Applications; and virtual assistant for coexistence and professional services. The company is headquartered in Burlington, Massachusetts.
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