Salesforce.com Inc (CRM)vsDocebo Inc (DCBO)
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
DCBO
Docebo Inc
$24.25
+3.54%
TECHNOLOGY · Cap: $604.98M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 16869% more annual revenue ($43.94B vs $258.93M). CRM leads profitability with a 22.0% profit margin vs 13.0%. DCBO trades at a lower P/E of 21.1x. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
DCBO
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.7%
Fair Value
$721.77
Current Price
$247.72
$474.05 discount
Margin of Safety
+72.2%
Fair Value
$67.77
Current Price
$24.25
$43.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Every $100 of equity generates 133 in profit
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Smaller company, higher risk/reward
Earnings declined 20.0%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : DCBO
The strongest argument for DCBO centers on Return on Equity, Debt/Equity. Revenue growth of 13.0% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : DCBO
The primary concerns for DCBO are Market Cap, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
CRM profiles as a mature stock while DCBO is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — expect wider price swings.
DCBO is growing revenue faster at 13.0% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (74/100 vs 41/100), backed by strong 22.0% margins and 10.8% revenue growth. DCBO offers better value entry with a 72.2% margin of safety. Both earn "Strong 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 →Docebo Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Docebo Inc. provides a cloud-based learning management system to train internal and external workforce, partners, and customers in North America, Europe, and the Asia-Pacific region. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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