Salesforce.com Inc (CRM)vsDescartes Systems Group Inc (DSGX)
CRM
Salesforce.com Inc
$236.42
-1.33%
TECHNOLOGY · Cap: $203.87B
DSGX
Descartes Systems Group Inc
$78.86
-0.67%
TECHNOLOGY · Cap: $6.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5568% more annual revenue ($43.94B vs $775.17M). DSGX leads profitability with a 24.2% profit margin vs 22.0%. CRM appears more attractively valued with a PEG of 0.90. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
DSGX
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.9%
Fair Value
$719.75
Current Price
$236.42
$483.33 discount
Margin of Safety
-2.6%
Fair Value
$64.09
Current Price
$78.86
$14.77 premium
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%
Strong operational efficiency at 33.2%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 24 of every $100 in revenue as profit
Earnings expanding 32.6% YoY
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : DSGX
The strongest argument for DSGX centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 24.2% and operating margin at 33.2%. Revenue growth of 11.8% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : DSGX
The primary concerns for DSGX are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.20 — expect wider price swings.
DSGX is growing revenue faster at 11.8% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRM scores higher overall (74/100 vs 67/100), backed by strong 22.0% margins and 10.8% revenue growth. Both earn "Strong Buy" and "Strong 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 →Descartes Systems Group Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Descartes Systems Group Inc. provides cloud-based logistics and supply chain management business process solutions that focus on improving productivity, performance and security for intensive logistics companies globally. The company is headquartered in Waterloo, Canada.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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