Salesforce.com Inc (CRM)vsKKR & Co LP (KKR)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
KKR
KKR & Co LP
$88.91
-2.20%
FINANCIAL SERVICES · Cap: $84.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 62% more annual revenue ($41.52B vs $25.65B). CRM leads profitability with a 18.0% profit margin vs 9.2%. KKR appears more attractively valued with a PEG of 0.39. KKR earns a higher WallStSmart Score of 65/100 (C+).
CRM
Buy63
out of 100
Grade: C+
KKR
Buy65
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
-560.3%
Fair Value
$15.91
Current Price
$88.91
$73.00 premium
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
Growing faster than its price suggests
Strong operational efficiency at 33.0%
Revenue surging 76.3% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 2.3B in free cash flow
Areas to Watch
Grey zone — moderate risk
Premium valuation, high expectations priced in
Earnings declined 2.2%
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 : KKR
The strongest argument for KKR centers on PEG Ratio, Operating Margin, Revenue Growth. Revenue growth of 76.3% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
CRM profiles as a mature stock while KKR is a hypergrowth play — different risk/reward profiles.
KKR carries more volatility with a beta of 2.01 — expect wider price swings.
KKR is growing revenue faster at 76.3% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
KKR scores higher overall (65/100 vs 63/100) and 76.3% revenue growth. CRM offers better value entry with a 34.2% 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 →KKR & Co LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. LP is a leading global investment firm established in 1976, recognized for its expertise in managing a diversified portfolio across private equity, credit, and real assets. With a strong emphasis on innovative investment strategies and operational excellence, KKR adeptly identifies and leverages complex market opportunities to generate sustainable long-term value. The firm's profound industry knowledge and extensive global network contribute significantly to the growth of its portfolio companies. Additionally, KKR is committed to sustainable investing, actively integrating environmental, social, and governance (ESG) considerations into its strategies, thereby reinforcing its dedication to delivering robust performance for its investors while promoting responsible growth in the financial markets.
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