Salesforce.com Inc (CRM)vsSimilarWeb Ltd (SMWB)
CRM
Salesforce.com Inc
$185.66
-0.34%
TECHNOLOGY · Cap: $164.49B
SMWB
SimilarWeb Ltd
$4.06
-6.24%
TECHNOLOGY · Cap: $370.55M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 14700% more annual revenue ($42.83B vs $289.39M). CRM leads profitability with a 18.7% profit margin vs -10.4%. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
SMWB
Avoid30
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
+60.3%
Fair Value
$9.80
Current Price
$4.06
$5.74 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
No standout strengths identified
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Trading at 15.0x book value
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
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 : SMWB
Revenue growth of 10.1% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : SMWB
The primary concerns for SMWB are Price/Book, EPS Growth, Market Cap. Debt-to-equity of 1.89 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRM profiles as a mature stock while SMWB is a turnaround play — different risk/reward profiles.
SMWB carries more volatility with a beta of 1.26 — expect wider price swings.
CRM is growing revenue faster at 13.3% — 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 30/100), backed by strong 18.7% margins and 13.3% revenue growth. SMWB offers better value entry with a 60.3% margin of safety. 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 →SimilarWeb Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Similarweb Ltd. provides website traffic solutions through AI-driven data analytics globally. The company is headquartered in Tel Aviv, Israel.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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