Salesforce.com Inc (CRM)vsSeagate Technology PLC (STX)
CRM
Salesforce.com Inc
$185.66
-2.09%
TECHNOLOGY · Cap: $134.77B
STX
Seagate Technology PLC
$925.99
+0.39%
TECHNOLOGY · Cap: $230.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 289% more annual revenue ($42.83B vs $11.01B). STX leads profitability with a 21.6% profit margin vs 18.7%. STX appears more attractively valued with a PEG of 0.71. STX earns a higher WallStSmart Score of 77/100 (B+).
CRM
Strong Buy76
out of 100
Grade: B+
STX
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+77.6%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Intrinsic value data unavailable for STX.
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
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Mega-cap, among the largest globally
Every $100 of equity generates 217 in profit
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 189.8x book value
Distress zone — elevated risk
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 : STX
The strongest argument for STX centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 97.1x leaves little room for execution misses. Debt-to-equity of 3.82 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRM profiles as a mature stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 2.08 — expect wider price swings.
STX is growing revenue faster at 44.1% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
STX scores higher overall (77/100 vs 76/100), backed by strong 21.6% margins and 44.1% revenue growth. CRM offers better value entry with a 77.6% margin of safety. Both earn "Strong Buy" and "Strong 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 →Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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