WallStSmart

Salesforce.com Inc (CRM)vsFreshworks Inc (FRSH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Salesforce.com Inc generates 4850% more annual revenue ($41.52B vs $838.81M). FRSH leads profitability with a 21.9% profit margin vs 18.0%. FRSH appears more attractively valued with a PEG of 0.48. FRSH earns a higher WallStSmart Score of 69/100 (B-).

CRM

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 7.0Value: 10.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.83

FRSH

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 7.0Value: 7.3Quality: 6.5
Piotroski: 5/9Altman Z: -0.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRMUndervalued (+34.2%)

Margin of Safety

+34.2%

Fair Value

$276.43

Current Price

$181.96

$94.47 discount

UndervaluedFair: $276.43Overvalued
FRSHSignificantly Overvalued (-70.6%)

Margin of Safety

-70.6%

Fair Value

$4.28

Current Price

$7.92

$3.64 premium

UndervaluedFair: $4.28Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRM4 strengths · Avg: 8.5/10
Market CapQuality
$171.49B9/10

Large-cap with strong market position

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.32B8/10

Generating 5.3B in free cash flow

FRSH5 strengths · Avg: 9.0/10
PEG RatioValuation
0.4810/10

Growing faster than its price suggests

Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

Profit MarginProfitability
21.9%9/10

Keeps 22 of every $100 in revenue as profit

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Areas to Watch

CRM1 concerns · Avg: 4.0/10
Altman Z-ScoreHealth
1.834/10

Grey zone — moderate risk

FRSH2 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Altman Z-ScoreHealth
-0.962/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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 : FRSH

The strongest argument for FRSH centers on PEG Ratio, Debt/Equity, Profit Margin. Profitability is solid with margins at 21.9% and operating margin at 17.8%. Revenue growth of 14.5% demonstrates continued momentum.

Bear Case : CRM

The primary concerns for CRM are Altman Z-Score.

Bear Case : FRSH

The primary concerns for FRSH are EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

CRM carries more volatility with a beta of 1.31 — expect wider price swings.

FRSH is growing revenue faster at 14.5% — sustainability is the question.

CRM generates stronger free cash flow (5.3B), providing more financial flexibility.

Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

FRSH scores higher overall (69/100 vs 63/100), backed by strong 21.9% margins and 14.5% revenue growth. CRM offers better value entry with a 34.2% 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.

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Freshworks Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Papa Murphy's Holdings, Inc. owns, operates and franchises Take? The company is headquartered in Vancouver, Washington.

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