WallStSmart

Salesforce.com Inc (CRM)vsLivePerson Inc (LPSN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Salesforce.com Inc generates 19096% more annual revenue ($43.94B vs $228.89M). CRM leads profitability with a 22.0% profit margin vs -51.9%. CRM appears more attractively valued with a PEG of 0.78. CRM earns a higher WallStSmart Score of 73/100 (B).

CRM

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 8.0Quality: 4.5
Piotroski: 5/9Altman Z: 1.50

LPSN

Avoid

32

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.7Quality: 5.5
Piotroski: 5/9Altman Z: -2.94
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRMUndervalued (+66.9%)

Margin of Safety

+66.9%

Fair Value

$719.75

Current Price

$234.02

$485.73 discount

UndervaluedFair: $719.75Overvalued
LPSNUndervalued (+82.3%)

Margin of Safety

+82.3%

Fair Value

$16.31

Current Price

$3.10

$13.21 discount

UndervaluedFair: $16.31Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRM6 strengths · Avg: 8.8/10
EPS GrowthGrowth
118.9%10/10

Earnings expanding 118.9% YoY

Market CapQuality
$195.53B9/10

Large-cap with strong market position

Return on EquityProfitability
25.2%9/10

Every $100 of equity generates 25 in profit

Profit MarginProfitability
22.0%9/10

Keeps 22 of every $100 in revenue as profit

PEG RatioValuation
0.788/10

Growing faster than its price suggests

Operating MarginProfitability
21.4%8/10

Strong operational efficiency at 21.4%

LPSN1 strengths · Avg: 10.0/10
Debt/EquityHealth
-3.2710/10

Conservative balance sheet, low leverage

Areas to Watch

CRM2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.504/10

Distress zone — elevated risk

Debt/EquityHealth
1.093/10

Elevated debt levels

LPSN4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$38.25M3/10

Smaller company, higher risk/reward

PEG RatioValuation
7.222/10

Expensive relative to growth rate

Return on EquityProfitability
-599.0%2/10

ROE of -599.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : CRM

The strongest argument for CRM centers on EPS Growth, Market Cap, 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 : LPSN

The strongest argument for LPSN centers on Debt/Equity.

Bear Case : CRM

The primary concerns for CRM are Altman Z-Score, Debt/Equity.

Bear Case : LPSN

The primary concerns for LPSN are EPS Growth, Market Cap, PEG Ratio.

Key Dynamics to Monitor

CRM profiles as a mature stock while LPSN is a turnaround play — different risk/reward profiles.

LPSN carries more volatility with a beta of 1.44 — 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 (73/100 vs 32/100), backed by strong 22.0% margins and 10.8% revenue growth. LPSN offers better value entry with a 82.3% 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.

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LivePerson Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

LivePerson, Inc., offers conversational commerce solutions. The company is headquartered in New York, New York.

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