Salesforce.com Inc (CRM)vsePlus inc (PLUS)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
PLUS
ePlus inc
$76.19
-0.77%
TECHNOLOGY · Cap: $2.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1625% more annual revenue ($41.52B vs $2.41B). CRM leads profitability with a 18.0% profit margin vs 5.5%. PLUS appears more attractively valued with a PEG of 0.69. PLUS earns a higher WallStSmart Score of 74/100 (B).
CRM
Buy63
out of 100
Grade: C+
PLUS
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Margin of Safety
+68.0%
Fair Value
$262.08
Current Price
$76.19
$185.89 discount
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
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 24.6% year-over-year
Earnings expanding 46.3% YoY
Areas to Watch
Grey zone — moderate risk
5.5% margin — thin
Negative free cash flow — burning cash
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 : PLUS
The strongest argument for PLUS centers on PEG Ratio, P/E Ratio, Price/Book. Revenue growth of 24.6% demonstrates continued momentum. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : PLUS
The primary concerns for PLUS are Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
CRM profiles as a mature stock while PLUS is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
PLUS 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
PLUS scores higher overall (74/100 vs 63/100) and 24.6% revenue growth. CRM offers better value entry with a 34.2% margin of safety. 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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