Salesforce.com Inc (CRM)vsNice Ltd ADR (NICE)
CRM
Salesforce.com Inc
$185.66
-0.34%
TECHNOLOGY · Cap: $164.49B
NICE
Nice Ltd ADR
$93.14
-0.50%
TECHNOLOGY · Cap: $5.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1321% more annual revenue ($42.83B vs $3.01B). CRM leads profitability with a 18.7% profit margin vs 17.6%. NICE appears more attractively valued with a PEG of 0.53. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
NICE
Buy64
out of 100
Grade: C+
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
+34.4%
Fair Value
$169.13
Current Price
$93.14
$75.99 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
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Trading at 38.0x book value
Earnings declined 61.7%
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 : NICE
The strongest argument for NICE centers on P/E Ratio, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 17.6% and operating margin at 16.5%. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : NICE
The primary concerns for NICE are Price/Book, EPS Growth.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.14 — expect wider price swings.
CRM is growing revenue faster at 13.3% — 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
CRM scores higher overall (71/100 vs 64/100), backed by strong 18.7% margins and 13.3% revenue growth. NICE offers better value entry with a 34.4% 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 →Nice Ltd ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
NICE Ltd. provides business software solutions globally. The company is headquartered in Ra'anana, Israel.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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