Salesforce.com Inc (CRM)vsIntuit Inc (INTU)
CRM
Salesforce.com Inc
$185.66
-2.09%
TECHNOLOGY · Cap: $134.77B
INTU
Intuit Inc
$296.76
-0.77%
TECHNOLOGY · Cap: $77.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 105% more annual revenue ($42.83B vs $20.93B). INTU leads profitability with a 21.9% profit margin vs 18.7%. INTU appears more attractively valued with a PEG of 0.72. INTU earns a higher WallStSmart Score of 78/100 (B+).
CRM
Strong Buy76
out of 100
Grade: B+
INTU
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+77.6%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Margin of Safety
+28.0%
Fair Value
$370.90
Current Price
$296.76
$74.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Strong operational efficiency at 47.0%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : INTU
The strongest argument for INTU centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 21.9% and operating margin at 47.0%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : INTU
No major red flags identified for INTU, but monitor valuation.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.15 — expect wider price swings.
CRM is growing revenue faster at 13.3% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INTU scores higher overall (78/100 vs 76/100), backed by strong 21.9% margins and 10.4% revenue growth. CRM offers better value entry with a 77.6% margin of safety. Both earn "Strong Buy" and "Strong 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 →Intuit Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?