Salesforce.com Inc (CRM)vsKlaviyo, Inc. (KVYO)
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
KVYO
Klaviyo, Inc.
$16.36
+1.43%
TECHNOLOGY · Cap: $5.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3062% more annual revenue ($43.94B vs $1.39B). CRM leads profitability with a 22.0% profit margin vs 0.5%. CRM trades at a lower P/E of 22.7x. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
KVYO
Avoid33
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
+29.8%
Fair Value
$28.99
Current Price
$16.36
$12.63 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%
Conservative balance sheet, low leverage
Revenue surging 26.4% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.0% earnings growth
0.5% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : KVYO
The strongest argument for KVYO centers on Debt/Equity, Revenue Growth. Revenue growth of 26.4% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : KVYO
The primary concerns for KVYO are EPS Growth, Profit Margin, Piotroski F-Score. A P/E of 620.3x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while KVYO is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — expect wider price swings.
KVYO is growing revenue faster at 26.4% — 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 33/100), backed by strong 22.0% margins and 10.8% revenue growth. KVYO offers better value entry with a 29.8% margin of safety. 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 →Klaviyo, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Klaviyo, Inc., a technology company that provides a software-as-a-service platform to enable its customers to send the right messages at the right time across email, short message service (SMS), and push notifications. The company is headquartered in Boston, Massachusetts.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?