Salesforce.com Inc (CRM)vsPDF Solutions Inc (PDFS)
CRM
Salesforce.com Inc
$238.22
-1.76%
TECHNOLOGY · Cap: $195.53B
PDFS
PDF Solutions Inc
$47.88
+3.49%
TECHNOLOGY · Cap: $2.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 18118% more annual revenue ($43.94B vs $241.18M). CRM leads profitability with a 22.0% profit margin vs 4.3%. CRM appears more attractively valued with a PEG of 0.78. CRM earns a higher WallStSmart Score of 73/100 (B).
CRM
Strong Buy73
out of 100
Grade: B
PDFS
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.9%
Fair Value
$719.75
Current Price
$238.22
$481.53 discount
Margin of Safety
-68.5%
Fair Value
$28.74
Current Price
$47.88
$19.14 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 118.9% YoY
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 21.4%
Earnings expanding 241.6% YoY
Conservative balance sheet, low leverage
18.9% revenue growth
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Distress zone — elevated risk
ROE of 2.6% — below average capital efficiency
4.3% margin — thin
Weak financial health signals
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 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : PDFS
The strongest argument for PDFS centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 18.9% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : PDFS
The primary concerns for PDFS are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 186.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
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 1.63 — expect wider price swings.
PDFS is growing revenue faster at 18.9% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (73/100 vs 41/100), backed by strong 22.0% margins and 10.8% revenue growth. Both earn "Strong 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 →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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