Salesforce.com Inc (CRM)vsKaltura Inc (KLTR)
CRM
Salesforce.com Inc
$181.96
+1.96%
TECHNOLOGY · Cap: $171.49B
KLTR
Kaltura Inc
$1.27
+8.55%
TECHNOLOGY · Cap: $182.94M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 22861% more annual revenue ($41.52B vs $180.85M). CRM leads profitability with a 18.0% profit margin vs -6.7%. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
KLTR
Avoid22
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Intrinsic value data unavailable for KLTR.
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
No standout strengths identified
Areas to Watch
Grey zone — moderate risk
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 3.1%
Trading at 31.8x book value
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 : KLTR
KLTR has a balanced fundamental profile.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : KLTR
The primary concerns for KLTR are EPS Growth, Market Cap, Operating Margin. Debt-to-equity of 2.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRM profiles as a mature stock while KLTR is a turnaround play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
CRM is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (63/100 vs 22/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "Buy" and "Avoid" 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 →Kaltura Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Kaltura Inc. (KLTR) is a prominent player in the video and multimedia solutions landscape, providing organizations with innovative tools to create, manage, and distribute high-quality rich media content across multiple sectors, including education, enterprise, and media. With a strong emphasis on open-source principles, Kaltura enables clients to customize their video experiences, fostering collaboration and user engagement while supporting their digital transformation initiatives. As demand for compelling video content grows, Kaltura is well-positioned to capitalize on this trend through its comprehensive, scalable solutions tailored to meet the diverse needs of its clients.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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