Salesforce.com Inc (CRM)vsDynatrace Holdings LLC (DT)
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
DT
Dynatrace Holdings LLC
$51.07
-0.68%
TECHNOLOGY · Cap: $14.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1997% more annual revenue ($43.94B vs $2.10B). CRM leads profitability with a 22.0% profit margin vs 7.2%. 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
DT
Hold47
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
+37.6%
Fair Value
$59.49
Current Price
$51.07
$8.42 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%
Conservative balance sheet, low leverage
16.2% revenue growth
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Grey zone — moderate risk
ROE of 6.2% — below average capital efficiency
7.2% margin — thin
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 : DT
The strongest argument for DT centers on Debt/Equity, Revenue Growth. Revenue growth of 16.2% demonstrates continued momentum. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : DT
The primary concerns for DT are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 100.6x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while DT is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — expect wider price swings.
DT is growing revenue faster at 16.2% — 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 47/100), backed by strong 22.0% margins and 10.8% revenue growth. DT offers better value entry with a 37.6% 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 →Dynatrace Holdings LLC
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Dynatrace, Inc. provides a software intelligence platform for dynamic multi-cloud environments. The company is headquartered in Waltham, Massachusetts.
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