Salesforce.com Inc (CRM)vsLYFT Inc (LYFT)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
LYFT
LYFT Inc
$13.26
+0.76%
TECHNOLOGY · Cap: $5.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 557% more annual revenue ($41.52B vs $6.32B). LYFT leads profitability with a 45.0% profit margin vs 18.0%. LYFT appears more attractively valued with a PEG of 0.15. LYFT earns a higher WallStSmart Score of 77/100 (B+).
CRM
Buy63
out of 100
Grade: C+
LYFT
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Margin of Safety
+95.8%
Fair Value
$318.71
Current Price
$13.26
$305.45 discount
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
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 141 in profit
Keeps 45 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 45.1% YoY
Areas to Watch
Grey zone — moderate risk
2.7% revenue growth
Weak financial health signals
Distress zone — elevated risk
Operating margin of -11.2%
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 : LYFT
The strongest argument for LYFT centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 45.0% and operating margin at -11.2%. PEG of 0.15 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : LYFT
The primary concerns for LYFT are Revenue Growth, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while LYFT is a value play — different risk/reward profiles.
LYFT carries more volatility with a beta of 1.91 — 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
LYFT scores higher overall (77/100 vs 63/100), backed by strong 45.0% margins. CRM offers better value entry with a 34.2% margin of safety. Both earn "Strong Buy" and "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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