Salesforce.com Inc (CRM)vsLightspeed Commerce Inc (LSPD)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
LSPD
Lightspeed Commerce Inc
$8.85
+0.91%
TECHNOLOGY · Cap: $1.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3390% more annual revenue ($41.52B vs $1.19B). CRM leads profitability with a 18.0% profit margin vs -58.2%. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
LSPD
Hold40
out of 100
Grade: D
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 LSPD.
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
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
Grey zone — moderate risk
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -36.2% — below average capital efficiency
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 : LSPD
The strongest argument for LSPD centers on Price/Book, Altman Z-Score. Revenue growth of 11.5% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : LSPD
The primary concerns for LSPD are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while LSPD is a turnaround play — different risk/reward profiles.
LSPD carries more volatility with a beta of 1.97 — 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 40/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "Buy" and "Hold" 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 →Lightspeed Commerce Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Lightspeed POS Inc. provides a software-as-a-service (SaaS) platform that enables commerce for small and medium-sized businesses, retailers, restaurants, and golf course operators in Canada, the United States, Germany, Australia, and internationally. The company is headquartered in Montral, Canada.
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