Salesforce.com Inc (CRM)vsDell Technologies Inc (DELL)
CRM
Salesforce.com Inc
$195.38
+0.20%
TECHNOLOGY · Cap: $183.07B
DELL
Dell Technologies Inc
$157.67
+0.58%
TECHNOLOGY · Cap: $104.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 173% more annual revenue ($113.54B vs $41.52B). CRM leads profitability with a 18.0% profit margin vs 5.2%. DELL appears more attractively valued with a PEG of 0.65. DELL earns a higher WallStSmart Score of 78/100 (B+).
CRM
Buy63
out of 100
Grade: C+
DELL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.5%
Fair Value
$277.14
Current Price
$195.38
$81.76 discount
Margin of Safety
+69.5%
Fair Value
$406.69
Current Price
$157.67
$249.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Generating 5.3B in free cash flow
Every $100 of equity generates 44 in profit
Revenue surging 39.5% year-over-year
Earnings expanding 57.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Grey zone — moderate risk
5.2% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, Free Cash Flow. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : DELL
The strongest argument for DELL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 39.5% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : DELL
The primary concerns for DELL are Profit Margin.
Key Dynamics to Monitor
CRM profiles as a mature stock while DELL is a hypergrowth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
DELL is growing revenue faster at 39.5% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
DELL scores higher overall (78/100 vs 63/100) and 39.5% revenue growth. CRM offers better value entry with a 29.5% margin of safety. Both earn "Strong 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 →Dell Technologies Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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