Salesforce.com Inc (CRM)vsKaltura Inc (KLTR)
CRM
Salesforce.com Inc
$237.92
-2.03%
TECHNOLOGY · Cap: $203.87B
KLTR
Kaltura Inc
$1.34
-5.63%
TECHNOLOGY · Cap: $215.10M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 24185% more annual revenue ($43.94B vs $180.93M). CRM leads profitability with a 22.0% profit margin vs -6.9%. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
KLTR
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.9%
Fair Value
$719.75
Current Price
$237.92
$481.83 discount
Margin of Safety
+10.4%
Fair Value
$1.63
Current Price
$1.34
$0.29 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%
No standout strengths identified
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.0% earnings growth
Smaller company, higher risk/reward
Trading at 134.0x book value
ROE of -317.0% — 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 : KLTR
KLTR has a balanced fundamental profile.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : KLTR
The primary concerns for KLTR are EPS Growth, Market Cap, Price/Book. Debt-to-equity of 25.72 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 1.20 — expect wider price swings.
CRM is growing revenue faster at 10.8% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (74/100 vs 27/100), backed by strong 22.0% margins and 10.8% revenue growth. Both earn "Strong 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 leading provider of cloud-based video solutions, specializing in the creation, management, and distribution of video content across various sectors, including education, enterprise, and media. With a strong emphasis on open-source technology, Kaltura delivers highly customizable video experiences that enhance user engagement and foster collaboration. As digital transformation accelerates and demand for high-quality video content surges, Kaltura's innovative and scalable platform is strategically positioned for sustained growth, presenting an attractive opportunity for institutional investors seeking to tap into the burgeoning multimedia landscape.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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