Salesforce.com Inc (CRM)vsZoomInfo Technologies Inc. (GTM)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
GTM
ZoomInfo Technologies Inc.
$5.81
+1.04%
TECHNOLOGY · Cap: $1.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3223% more annual revenue ($41.52B vs $1.25B). CRM leads profitability with a 18.0% profit margin vs 9.9%. GTM trades at a lower P/E of 15.1x. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
GTM
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
+63.1%
Fair Value
$17.78
Current Price
$5.81
$11.97 discount
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
Earnings expanding 180.4% YoY
Attractively priced relative to earnings
Strong operational efficiency at 24.8%
Areas to Watch
Grey zone — moderate risk
3.2% revenue growth
Smaller company, higher risk/reward
ROE of 7.8% — 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 : GTM
The strongest argument for GTM centers on Price/Book, EPS Growth, P/E Ratio.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : GTM
The primary concerns for GTM are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
CRM profiles as a mature stock while GTM is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
CRM is growing revenue faster at 12.1% — 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. GTM offers better value entry with a 63.1% margin of safety. 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 →ZoomInfo Technologies Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ZoomInfo Technologies Inc., provides go-to-market intelligence and engagement platform for sales, marketing, operations, and recruiting professionals in the United States and internationally. The company is headquartered in Vancouver, Washington.
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