Salesforce.com Inc (CRM)vsInterDigital Inc (IDCC)
CRM
Salesforce.com Inc
$233.28
+1.84%
TECHNOLOGY · Cap: $203.87B
IDCC
InterDigital Inc
$333.76
+2.16%
TECHNOLOGY · Cap: $8.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5472% more annual revenue ($43.94B vs $788.50M). IDCC leads profitability with a 38.3% profit margin vs 22.0%. CRM appears more attractively valued with a PEG of 0.90. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
IDCC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.9%
Fair Value
$719.75
Current Price
$233.28
$486.47 discount
Intrinsic value data unavailable for IDCC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 118.9% YoY
Every $100 of equity generates 25 in profit
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 21.4%
Every $100 of equity generates 33 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 53.5%
Safe zone — low bankruptcy risk
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 13.4%
Earnings declined 36.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, EPS Growth, Return on Equity. Profitability is solid with margins at 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : IDCC
The strongest argument for IDCC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 38.3% and operating margin at 53.5%. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : IDCC
The primary concerns for IDCC are P/E Ratio, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
CRM profiles as a mature stock while IDCC is a declining play — different risk/reward profiles.
IDCC carries more volatility with a beta of 1.42 — expect wider price swings.
CRM is growing revenue faster at 10.8% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (74/100 vs 56/100), backed by strong 22.0% margins and 10.8% 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 →InterDigital Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
InterDigital, Inc. designs and develops technologies that enable and enhance wireless communications in the United States and internationally. The company is headquartered in Wilmington, Delaware.
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