Salesforce.com Inc (CRM)vsLYFT Inc (LYFT)
CRM
Salesforce.com Inc
$185.66
-0.76%
TECHNOLOGY · Cap: $164.49B
LYFT
LYFT Inc
$13.65
-3.33%
TECHNOLOGY · Cap: $5.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 557% more annual revenue ($42.83B vs $6.52B). LYFT leads profitability with a 43.8% profit margin vs 18.7%. LYFT appears more attractively valued with a PEG of 0.15. LYFT earns a higher WallStSmart Score of 81/100 (A-).
CRM
Strong Buy71
out of 100
Grade: B
LYFT
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.7%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Margin of Safety
+54.5%
Fair Value
$29.25
Current Price
$13.65
$15.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 94 in profit
Keeps 44 of every $100 in revenue as profit
Earnings expanding 488.9% YoY
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Operating margin of -0.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : LYFT
The strongest argument for LYFT centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 43.8% and operating margin at -0.3%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : LYFT
The primary concerns for LYFT are Piotroski F-Score, Altman Z-Score, Operating Margin.
Key Dynamics to Monitor
LYFT carries more volatility with a beta of 1.82 — expect wider price swings.
LYFT is growing revenue faster at 13.8% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LYFT scores higher overall (81/100 vs 71/100), backed by strong 43.8% margins and 13.8% revenue growth. CRM offers better value entry with a 74.7% margin of safety. Both earn "Exceptional Buy" and "Strong Buy" 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 →LYFT Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Lyft, Inc. operates a peer-to-peer marketplace for on-demand ridesharing in the United States and Canada. The company is headquartered in San Francisco, California.
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