Salesforce.com Inc (CRM)vsPDF Solutions Inc (PDFS)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
PDFS
PDF Solutions Inc
$34.87
+0.98%
TECHNOLOGY · Cap: $1.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 18859% more annual revenue ($41.52B vs $219.02M). CRM leads profitability with a 18.0% profit margin vs -0.3%. 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+
PDFS
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Intrinsic value data unavailable for PDFS.
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
Conservative balance sheet, low leverage
Revenue surging 24.6% year-over-year
Areas to Watch
Grey zone — moderate risk
Distress zone — elevated risk
Smaller company, higher risk/reward
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, 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 : PDFS
The strongest argument for PDFS centers on Debt/Equity, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : PDFS
The primary concerns for PDFS are Altman Z-Score, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while PDFS is a growth play — different risk/reward profiles.
PDFS carries more volatility with a beta of 1.58 — expect wider price swings.
PDFS is growing revenue faster at 24.6% — 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 →PDF Solutions Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PDF Solutions, Inc. provides proprietary software and physical intellectual property products for integrated circuit designs, electrical measurement equipment, proven methodologies, and professional services in the United States, China, Taiwan, and internationally. The company is headquartered in Santa Clara, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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