WallStSmart

Salesforce.com Inc (CRM)vsMicroStrategy Incorporated (MSTR)

VS
⚡

Smart Verdict

WallStSmart Research — data-driven comparison

Salesforce.com Inc generates 8775% more annual revenue ($43.94B vs $495.08M). CRM leads profitability with a 22.0% profit margin vs 0.0%. CRM appears more attractively valued with a PEG of 0.82. CRM earns a higher WallStSmart Score of 75/100 (B+).

CRM

Strong Buy

75

out of 100

Grade: B+

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

MSTR

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 4.5Value: 4.0Quality: 8.0
Piotroski: 2/9Altman Z: 2.79
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRMUndervalued (+67.9%)

Margin of Safety

+67.9%

Fair Value

$713.65

Current Price

$229.17

$484.48 discount

UndervaluedFair: $713.65Overvalued

Intrinsic value data unavailable for MSTR.

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
$188.61B9/10

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
0.828/10

Growing faster than its price suggests

Operating MarginProfitability
21.4%8/10

Strong operational efficiency at 21.4%

MSTR5 strengths · Avg: 9.6/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
16671.0%10/10

Strong operational efficiency at 16671.0%

EPS GrowthGrowth
431.4%10/10

Earnings expanding 431.4% YoY

Market CapQuality
$55.28B9/10

Large-cap with strong market position

Debt/EquityHealth
0.159/10

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

MSTR4 concerns · Avg: 2.5/10
Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.852/10

Expensive relative to growth rate

Return on EquityProfitability
-67.1%2/10

ROE of -67.1% — 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 : MSTR

The strongest argument for MSTR centers on Price/Book, Operating Margin, EPS Growth.

Bear Case : CRM

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

Bear Case : MSTR

The primary concerns for MSTR are Profit Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

CRM profiles as a mature stock while MSTR is a value play — different risk/reward profiles.

MSTR carries more volatility with a beta of 3.57 — 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 (75/100 vs 54/100), backed by strong 22.0% margins and 10.8% revenue growth. 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 →

MicroStrategy Incorporated

TECHNOLOGY · SOFTWARE - APPLICATION · USA

MicroStrategy Incorporated provides global business analysis software and services. The company is headquartered in Tysons Corner, Virginia.

Visit Website →

Want to dig deeper into these stocks?