Salesforce.com Inc (CRM)vsNebius Group N.V. (NBIS)
CRM
Salesforce.com Inc
$177.49
+1.05%
TECHNOLOGY · Cap: $135.67B
NBIS
Nebius Group N.V.
$221.15
+6.70%
COMMUNICATION SERVICES · Cap: $52.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 4630% more annual revenue ($41.52B vs $877.90M). NBIS leads profitability with a 93.1% profit margin vs 18.0%. NBIS appears more attractively valued with a PEG of 0.63. CRM earns a higher WallStSmart Score of 70/100 (B).
CRM
Strong Buy70
out of 100
Grade: B
NBIS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+77.6%
Fair Value
$741.21
Current Price
$177.49
$563.72 discount
Margin of Safety
+33.0%
Fair Value
$309.18
Current Price
$221.15
$88.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Generating 5.3B in free cash flow
Keeps 93 of every $100 in revenue as profit
Revenue surging 621.0% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Grey zone — moderate risk
Trading at 12.3x book value
0.0% earnings growth
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, PEG Ratio. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : NBIS
The strongest argument for NBIS centers on Profit Margin, Revenue Growth, Market Cap. Profitability is solid with margins at 93.1% and operating margin at -32.1%. Revenue growth of 621.0% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : NBIS
The primary concerns for NBIS are Price/Book, EPS Growth, Debt/Equity. A P/E of 80.0x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while NBIS is a growth play — different risk/reward profiles.
NBIS carries more volatility with a beta of 1.24 — expect wider price swings.
NBIS is growing revenue faster at 621.0% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (70/100 vs 53/100), backed by strong 18.0% margins and 12.1% revenue growth. NBIS offers better value entry with a 33.0% 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 →Nebius Group N.V.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Nebius Group N.V. (Ticker: NBIS) is a forward-looking technology company specializing in advanced digital solutions designed to enhance client engagement and streamline operational efficiency across diverse sectors. By harnessing the power of cloud computing, artificial intelligence, and data analytics, Nebius equips businesses to effectively manage the complexities of the digital age. With a strong portfolio of intellectual property and meaningful strategic partnerships, the company is poised to capture significant growth opportunities in the dynamic technology landscape, positioning itself as an appealing investment choice for institutional investors seeking high-growth prospects in tech-driven markets.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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