Salesforce.com Inc (CRM)vsePlus inc (PLUS)
CRM
Salesforce.com Inc
$259.43
-1.46%
TECHNOLOGY · Cap: $203.87B
PLUS
ePlus inc
$92.24
-0.67%
TECHNOLOGY · Cap: $2.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1694% more annual revenue ($43.94B vs $2.45B). CRM leads profitability with a 22.0% profit margin vs 4.9%. CRM appears more attractively valued with a PEG of 0.90. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
PLUS
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.7%
Fair Value
$721.77
Current Price
$259.43
$462.34 discount
Margin of Safety
+3.0%
Fair Value
$86.51
Current Price
$92.24
$5.73 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 118.9% YoY
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%
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
1.0% revenue growth
4.9% margin — thin
Earnings declined 28.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, EPS Growth, 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 : PLUS
The strongest argument for PLUS centers on Altman Z-Score, Price/Book. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : PLUS
The primary concerns for PLUS are Revenue Growth, Profit Margin, EPS Growth. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while PLUS is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — expect wider price swings.
CRM is growing revenue faster at 10.8% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (74/100 vs 52/100), backed by strong 22.0% margins and 10.8% revenue growth. Both earn "Strong Buy" and "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 →ePlus inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ePlus inc. The company is headquartered in Herndon, Virginia.
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