Salesforce.com Inc (CRM)vsSemrush Holdings Inc (SEMR)
CRM
Salesforce.com Inc
$185.66
-0.76%
TECHNOLOGY · Cap: $164.49B
SEMR
Semrush Holdings Inc
$12.00
0.00%
TECHNOLOGY · Cap: $1.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 9554% more annual revenue ($42.83B vs $443.64M). CRM leads profitability with a 18.7% profit margin vs -4.3%. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
SEMR
Avoid22
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.7%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Margin of Safety
+2.4%
Fair Value
$12.29
Current Price
$12.00
$0.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Smaller company, higher risk/reward
Weak financial health signals
ROE of -6.6% — below average capital efficiency
Earnings declined 42.3%
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 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : SEMR
The strongest argument for SEMR centers on Debt/Equity. Revenue growth of 14.6% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : SEMR
The primary concerns for SEMR are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
CRM profiles as a mature stock while SEMR is a turnaround play — different risk/reward profiles.
SEMR carries more volatility with a beta of 1.50 — expect wider price swings.
SEMR is growing revenue faster at 14.6% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (71/100 vs 22/100), backed by strong 18.7% margins and 13.3% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Semrush Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SEMrush Holdings, Inc. develops online visibility management software as a platform of service (SaaS). The company is headquartered in Boston, Massachusetts with additional offices in Pennsylvania, Texas, Czech Republic, Cyprus, Poland, and Russia.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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