Salesforce.com Inc (CRM)vsClearwater Analytics Holdings Inc (CWAN)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
CWAN
Clearwater Analytics Holdings Inc
$23.40
+0.91%
TECHNOLOGY · Cap: $6.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5578% more annual revenue ($41.52B vs $731.37M). CRM leads profitability with a 18.0% profit margin vs -5.3%. 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+
CWAN
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Intrinsic value data unavailable for CWAN.
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
Revenue surging 72.0% year-over-year
Areas to Watch
Grey zone — moderate risk
2.0% earnings growth
Distress zone — elevated risk
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 : CWAN
The strongest argument for CWAN centers on Revenue Growth. Revenue growth of 72.0% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : CWAN
The primary concerns for CWAN are EPS Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while CWAN is a hypergrowth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
CWAN is growing revenue faster at 72.0% — 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 42/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "Buy" and "Hold" 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 →Clearwater Analytics Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Clearwater Analytics Holdings Inc. (CWAN) is a leading provider of innovative cloud-based investment accounting and analytics solutions, serving a diverse clientele that includes investment firms, insurance companies, and multinational corporations. By delivering advanced data aggregation and analytics on its cutting-edge platform, Clearwater enhances portfolio management and reporting capabilities, enabling clients to make informed strategic investment decisions. With a strong focus on operational efficiency and regulatory compliance, the company has established itself as a trusted partner within the financial services industry. As the financial technology landscape continues to evolve, Clearwater is well-positioned to capitalize on the growing demand for comprehensive investment solutions, driving sustainable growth and ongoing innovation.
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