Salesforce.com Inc (CRM)vsRoper Technologies Inc (ROP)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
ROP
Roper Technologies Inc
$346.72
+0.23%
TECHNOLOGY · Cap: $37.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 425% more annual revenue ($41.52B vs $7.90B). ROP leads profitability with a 19.4% profit margin vs 18.0%. CRM appears more attractively valued with a PEG of 1.06. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
ROP
Buy58
out of 100
Grade: C
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
-246.2%
Fair Value
$96.42
Current Price
$346.72
$250.30 premium
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
Reasonable price relative to book value
Strong operational efficiency at 28.6%
Areas to Watch
Grey zone — moderate risk
Expensive relative to growth rate
Grey zone — moderate risk
ROE of 7.9% — below average capital efficiency
Earnings declined 7.3%
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 : ROP
The strongest argument for ROP centers on Price/Book, Operating Margin. Profitability is solid with margins at 19.4% and operating margin at 28.6%.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : ROP
The primary concerns for ROP are PEG Ratio, Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
CRM is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRM scores higher overall (63/100 vs 58/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "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 →Roper Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Roper Technologies, Inc. (formerly Roper Industries, Inc.) is an American diversified industrial company that produces engineered products for global niche markets. The company is headquartered in Sarasota, Florida.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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