Salesforce.com Inc (CRM)vsPalantir Technologies Inc. (PLTR)
CRM
Salesforce.com Inc
$156.66
+4.19%
TECHNOLOGY · Cap: $129.71B
PLTR
Palantir Technologies Inc.
$116.67
+7.77%
TECHNOLOGY · Cap: $270.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 720% more annual revenue ($42.83B vs $5.22B). PLTR leads profitability with a 43.7% profit margin vs 18.7%. CRM appears more attractively valued with a PEG of 0.76. CRM earns a higher WallStSmart Score of 76/100 (B+).
CRM
Strong Buy76
out of 100
Grade: B+
PLTR
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.0%
Fair Value
$720.27
Current Price
$156.66
$563.61 discount
Margin of Safety
-48.0%
Fair Value
$76.30
Current Price
$116.67
$40.37 premium
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
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Mega-cap, among the largest globally
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Revenue surging 84.7% year-over-year
Earnings expanding 325.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 33.1x book value
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 : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 43.7% and operating margin at 46.2%. Revenue growth of 84.7% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 126.9x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while PLTR is a growth play — different risk/reward profiles.
PLTR carries more volatility with a beta of 1.51 — expect wider price swings.
PLTR is growing revenue faster at 84.7% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (76/100 vs 75/100), backed by strong 18.7% margins and 13.3% revenue growth. Both earn "Strong Buy" and "Strong 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 →Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?