Salesforce.com Inc (CRM)vsImmersion Corporation (IMMR)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
IMMR
Immersion Corporation
$6.21
+2.48%
TECHNOLOGY · Cap: $216.13M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 25355% more annual revenue ($41.52B vs $163.13M). IMMR leads profitability with a 40.6% profit margin vs 18.0%. IMMR trades at a lower P/E of 3.6x. IMMR earns a higher WallStSmart Score of 70/100 (B-).
CRM
Buy63
out of 100
Grade: C+
IMMR
Strong Buy70
out of 100
Grade: B-
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
+92.5%
Fair Value
$84.24
Current Price
$6.21
$78.03 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 41 of every $100 in revenue as profit
Areas to Watch
Grey zone — moderate risk
3.2% earnings growth
Smaller company, higher risk/reward
Operating margin of 4.1%
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 : IMMR
The strongest argument for IMMR centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 40.6% and operating margin at 4.1%. Revenue growth of 13.2% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : IMMR
The primary concerns for IMMR are EPS Growth, Market Cap, Operating Margin.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
IMMR is growing revenue faster at 13.2% — 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
IMMR scores higher overall (70/100 vs 63/100), backed by strong 40.6% margins and 13.2% 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.
Visit Website →Immersion Corporation
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Immersion Corporation creates, designs, develops, and licenses haptic technologies that enable people to use their sense of touch to interact and experience various digital products in North America, Europe, and Asia. The company is headquartered in San Francisco, California.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?