Salesforce.com Inc (CRM)vsElastic NV (ESTC)
CRM
Salesforce.com Inc
$236.42
-1.33%
TECHNOLOGY · Cap: $203.87B
ESTC
Elastic NV
$89.22
-0.55%
TECHNOLOGY · Cap: $9.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 2338% more annual revenue ($43.94B vs $1.80B). CRM leads profitability with a 22.0% profit margin vs 20.8%. 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
ESTC
Buy50
out of 100
Grade: C-
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
+63.6%
Fair Value
$170.07
Current Price
$89.22
$80.85 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%
Keeps 21 of every $100 in revenue as profit
15.1% revenue growth
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
ROE of -10.7% — below average capital efficiency
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 : ESTC
The strongest argument for ESTC centers on Profit Margin, Revenue Growth. Profitability is solid with margins at 20.8% and operating margin at -0.6%. Revenue growth of 15.1% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : ESTC
The primary concerns for ESTC are EPS Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CRM profiles as a mature stock while ESTC is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — expect wider price swings.
ESTC is growing revenue faster at 15.1% — 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 50/100), backed by strong 22.0% margins and 10.8% revenue growth. ESTC offers better value entry with a 63.6% 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 →Elastic NV
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Elastic NV, a search company, offers technology that enables users to search through structured and unstructured data for a variety of consumer and business applications. The company is headquartered in Mountain View, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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