Salesforce.com Inc (CRM)vsCommVault Systems Inc (CVLT)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
CVLT
CommVault Systems Inc
$79.75
+1.85%
TECHNOLOGY · Cap: $3.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3520% more annual revenue ($41.52B vs $1.15B). CRM leads profitability with a 18.0% profit margin vs 7.6%. CRM appears more attractively valued with a PEG of 1.06. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
CVLT
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Margin of Safety
+2.3%
Fair Value
$89.86
Current Price
$79.75
$10.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.3B in free cash flow
Every $100 of equity generates 35 in profit
Earnings expanding 66.7% YoY
19.5% revenue growth
Areas to Watch
Grey zone — moderate risk
Trading at 16.2x book value
7.6% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, Price/Book. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : CVLT
The strongest argument for CVLT centers on Return on Equity, EPS Growth, Revenue Growth. Revenue growth of 19.5% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : CVLT
The primary concerns for CVLT are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 40.8x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while CVLT is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
CVLT is growing revenue faster at 19.5% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (63/100 vs 59/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "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.
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 →CommVault Systems Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Commvault Systems, Inc. provides data protection and information management software applications and related services in the United States and internationally. The company is headquartered in Tinton Falls, New Jersey.
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