Salesforce.com Inc (CRM)vsMicroStrategy Incorporated (MSTR)
CRM
Salesforce.com Inc
$195.38
+0.20%
TECHNOLOGY · Cap: $183.07B
MSTR
MicroStrategy Incorporated
$135.66
-1.87%
TECHNOLOGY · Cap: $46.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 8601% more annual revenue ($41.52B vs $477.23M). CRM leads profitability with a 18.0% profit margin vs 0.0%. CRM appears more attractively valued with a PEG of 1.06. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
MSTR
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.5%
Fair Value
$277.14
Current Price
$195.38
$81.76 discount
Intrinsic value data unavailable for MSTR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Generating 5.3B in free cash flow
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Grey zone — moderate risk
1.9% revenue growth
0.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, Free Cash Flow. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : MSTR
The strongest argument for MSTR centers on Price/Book, Debt/Equity.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : MSTR
The primary concerns for MSTR are Revenue Growth, Profit Margin, Piotroski F-Score.
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 3.63 — 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 33/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "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.
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 →Compare with Other SOFTWARE - APPLICATION Stocks
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