Salesforce.com Inc (CRM)vsPACCAR Inc (PCAR)
CRM
Salesforce.com Inc
$181.96
+1.96%
TECHNOLOGY · Cap: $171.49B
PCAR
PACCAR Inc
$116.34
+0.47%
INDUSTRIALS · Cap: $60.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 46% more annual revenue ($41.52B vs $28.44B). CRM leads profitability with a 18.0% profit margin vs 8.3%. 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+
PCAR
Hold46
out of 100
Grade: D+
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
-321.2%
Fair Value
$30.74
Current Price
$116.34
$85.60 premium
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
Large-cap with strong market position
Areas to Watch
Grey zone — moderate risk
Moderate valuation
Weak financial health signals
Revenue declined 13.7%
Earnings declined 35.9%
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 : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
CRM profiles as a mature stock while PCAR is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — 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 46/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "Buy" and "Hold" 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 →PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
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