Salesforce.com Inc (CRM)vsElastic NV (ESTC)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
ESTC
Elastic NV
$49.94
+0.54%
TECHNOLOGY · Cap: $5.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 2376% more annual revenue ($41.52B vs $1.68B). CRM leads profitability with a 18.0% profit margin vs -5.0%. CRM appears more attractively valued with a PEG of 1.06. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
ESTC
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Intrinsic value data unavailable for ESTC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.3B in free cash flow
17.7% revenue growth
Areas to Watch
Grey zone — moderate risk
0.0% earnings growth
Operating margin of 0.2%
Expensive relative to growth rate
ROE of -10.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, Price/Book. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : ESTC
The strongest argument for ESTC centers on Revenue Growth. Revenue growth of 17.7% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : ESTC
The primary concerns for ESTC are EPS Growth, Operating Margin, 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 1.31 — expect wider price swings.
ESTC is growing revenue faster at 17.7% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (63/100 vs 34/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "Buy" and "Avoid" 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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