Salesforce.com Inc (CRM)vsPalantir Technologies Inc. (PLTR)
CRM
Salesforce.com Inc
$229.13
+2.02%
TECHNOLOGY · Cap: $185.17B
PLTR
Palantir Technologies Inc.
$209.05
-0.02%
TECHNOLOGY · Cap: $461.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 614% more annual revenue ($43.94B vs $6.16B). PLTR leads profitability with a 49.0% profit margin vs 22.0%. CRM appears more attractively valued with a PEG of 0.78. PLTR earns a higher WallStSmart Score of 75/100 (B).
CRM
Strong Buy73
out of 100
Grade: B
PLTR
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.7%
Fair Value
$717.71
Current Price
$229.13
$488.58 discount
Intrinsic value data unavailable for PLTR.
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%
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 47.1%
Revenue surging 92.8% year-over-year
Earnings expanding 215.4% YoY
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 51.4x 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 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 49.0% and operating margin at 47.1%. Revenue growth of 92.8% 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 165.6x 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 1.60 — expect wider price swings.
PLTR is growing revenue faster at 92.8% — sustainability is the question.
PLTR generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (75/100 vs 73/100), backed by strong 49.0% margins and 92.8% revenue growth. CRM offers better value entry with a 68.7% margin of safety. 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?