Salesforce.com Inc (CRM)vsKingsoft Cloud Holdings Ltd (KC)
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
KC
Kingsoft Cloud Holdings Ltd
$9.96
+0.61%
TECHNOLOGY · Cap: $3.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 299% more annual revenue ($43.94B vs $11.02B). CRM leads profitability with a 22.0% profit margin vs -5.5%. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
KC
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.7%
Fair Value
$721.77
Current Price
$247.72
$474.05 discount
Margin of Safety
+42.6%
Fair Value
$25.12
Current Price
$9.96
$15.16 discount
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%
Revenue surging 30.8% year-over-year
Reasonable price relative to book value
Generating 2.9B in free cash flow
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.0% earnings growth
Operating margin of 0.8%
Weak financial health signals
ROE of -8.4% — below average capital efficiency
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 : KC
The strongest argument for KC centers on Revenue Growth, Price/Book, Free Cash Flow. Revenue growth of 30.8% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : KC
The primary concerns for KC are EPS Growth, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while KC is a hypergrowth play — different risk/reward profiles.
KC carries more volatility with a beta of 1.96 — expect wider price swings.
KC is growing revenue faster at 30.8% — sustainability is the question.
KC generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (74/100 vs 40/100), backed by strong 22.0% margins and 10.8% revenue growth. KC offers better value entry with a 42.6% margin of safety. Both earn "Strong Buy" and "Hold" 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 →Kingsoft Cloud Holdings Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · China
Kingsoft Cloud Holdings Limited provides cloud services to companies and organizations in China. The company is headquartered in Beijing, the People's Republic of China.
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