Salesforce.com Inc (CRM)vsGrab Holdings Ltd (GRAB)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
GRAB
Grab Holdings Ltd
$3.73
-1.58%
TECHNOLOGY · Cap: $15.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1132% more annual revenue ($41.52B vs $3.37B). CRM leads profitability with a 18.0% profit margin vs 8.0%. GRAB appears more attractively valued with a PEG of 0.53. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
GRAB
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Margin of Safety
-50.5%
Fair Value
$2.81
Current Price
$3.73
$0.92 premium
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
Growing faster than its price suggests
Reasonable price relative to book value
18.6% revenue growth
Earnings expanding 41.0% YoY
Areas to Watch
Grey zone — moderate risk
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : GRAB
The strongest argument for GRAB centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 18.6% demonstrates continued momentum. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : GRAB
The primary concerns for GRAB are Return on Equity, Profit Margin, P/E Ratio. A P/E of 63.2x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while GRAB is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
GRAB is growing revenue faster at 18.6% — 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 58/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "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 →Grab Holdings Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Grab Holdings Ltd is a leading technology company in Southeast Asia, recognized for its extensive range of services spanning ride-hailing, food delivery, and digital payments. Founded in 2012, Grab has swiftly expanded its operations to cater to urban mobility and convenience for millions of users across the region. The company is committed to innovation and sustainability, leveraging strategic partnerships and technology investments to enhance its platform. As Grab continues to diversify its service offerings and expand its geographic footprint, it is well-positioned to capitalize on the growing demand for integrated consumer services in the dynamic Southeast Asian digital economy.
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