Salesforce.com Inc (CRM)vsGrab Holdings Ltd (GRAB)
CRM
Salesforce.com Inc
$181.82
-2.43%
TECHNOLOGY · Cap: $152.44B
GRAB
Grab Holdings Ltd
$3.72
-1.85%
TECHNOLOGY · Cap: $15.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1069% more annual revenue ($41.52B vs $3.55B). CRM leads profitability with a 18.0% profit margin vs 10.7%. CRM appears more attractively valued with a PEG of 1.01. CRM earns a higher WallStSmart Score of 68/100 (B-).
CRM
Strong Buy68
out of 100
Grade: B-
GRAB
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.9%
Fair Value
$743.47
Current Price
$181.82
$561.65 discount
Margin of Safety
-1.9%
Fair Value
$4.15
Current Price
$3.72
$0.43 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
Reasonable price relative to book value
Revenue surging 23.5% year-over-year
Earnings expanding 41.0% YoY
Areas to Watch
Grey zone — moderate risk
ROE of 4.8% — below average capital efficiency
Operating margin of 2.7%
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 Price/Book, Revenue Growth, EPS Growth. Revenue growth of 23.5% demonstrates continued momentum. PEG of 1.02 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, Operating Margin, P/E Ratio. A P/E of 94.3x 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 1.14 — expect wider price swings.
GRAB is growing revenue faster at 23.5% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (68/100 vs 59/100), backed by strong 18.0% margins and 12.1% revenue growth. 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 →Grab Holdings Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Grab Holdings Ltd is a premier technology platform in Southeast Asia, specializing in ride-hailing, food delivery, and digital payment solutions. Established in 2012, Grab has rapidly scaled its operations to meet the diverse needs of urban consumers, serving millions across the region. With a strong emphasis on innovation and sustainability, the company continues to invest in strategic partnerships and technology to improve its offerings. As Grab expands its services and geographic presence, it is strategically positioned to capture the burgeoning demand for integrated consumer solutions in the fast-evolving Southeast Asian digital landscape.
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