Salesforce.com Inc (CRM)vsPTC Inc (PTC)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
PTC
PTC Inc
$143.56
+0.42%
TECHNOLOGY · Cap: $17.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1352% more annual revenue ($41.52B vs $2.86B). PTC leads profitability with a 28.6% profit margin vs 18.0%. CRM appears more attractively valued with a PEG of 1.06. PTC earns a higher WallStSmart Score of 77/100 (B+).
CRM
Buy63
out of 100
Grade: C+
PTC
Strong Buy77
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
+51.0%
Fair Value
$317.77
Current Price
$143.56
$174.21 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
Strong operational efficiency at 33.8%
Earnings expanding 104.4% YoY
Every $100 of equity generates 23 in profit
Keeps 29 of every $100 in revenue as profit
Revenue surging 21.4% year-over-year
Areas to Watch
Grey zone — moderate risk
Expensive relative to growth rate
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 : PTC
The strongest argument for PTC centers on Operating Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 28.6% and operating margin at 33.8%. Revenue growth of 21.4% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : PTC
The primary concerns for PTC are PEG Ratio.
Key Dynamics to Monitor
CRM profiles as a mature stock while PTC is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
PTC is growing revenue faster at 21.4% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
PTC scores higher overall (77/100 vs 63/100), backed by strong 28.6% margins and 21.4% 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 →PTC Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PTC Inc. is an American computer software and services company founded in 1985 and headquartered in Boston, Massachusetts.
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