WallStSmart

Salesforce.com Inc (CRM)vsSilvaco Group, Inc. Common Stock (SVCO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Salesforce.com Inc generates 64085% more annual revenue ($42.83B vs $66.73M). CRM leads profitability with a 18.7% profit margin vs -41.6%. CRM earns a higher WallStSmart Score of 76/100 (B+).

CRM

Strong Buy

76

out of 100

Grade: B+

Growth: 7.3Profit: 7.5Value: 8.0Quality: 4.5
Piotroski: 5/9Altman Z: 1.50

SVCO

Avoid

28

out of 100

Grade: F

Growth: 6.7Profit: 2.0Value: 5.0Quality: 5.0
Piotroski: 2/9Altman Z: -0.44
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRMUndervalued (+72.9%)

Margin of Safety

+72.9%

Fair Value

$713.24

Current Price

$186.77

$526.47 discount

UndervaluedFair: $713.24Overvalued

Intrinsic value data unavailable for SVCO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRM6 strengths · Avg: 8.7/10
EPS GrowthGrowth
52.2%10/10

Earnings expanding 52.2% YoY

Market CapQuality
$152.29B9/10

Large-cap with strong market position

Return on EquityProfitability
23.4%9/10

Every $100 of equity generates 23 in profit

PEG RatioValuation
0.768/10

Growing faster than its price suggests

Operating MarginProfitability
21.8%8/10

Strong operational efficiency at 21.8%

Free Cash FlowQuality
$6.56B8/10

Generating 6.6B in free cash flow

SVCO2 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
26.0%8/10

Revenue surging 26.0% year-over-year

Areas to Watch

CRM2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.504/10

Distress zone — elevated risk

Debt/EquityHealth
1.223/10

Elevated debt levels

SVCO4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$254.34M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-36.2%2/10

ROE of -36.2% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull 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 : SVCO

The strongest argument for SVCO centers on Debt/Equity, Revenue Growth. Revenue growth of 26.0% demonstrates continued momentum.

Bear Case : CRM

The primary concerns for CRM are Altman Z-Score, Debt/Equity.

Bear Case : SVCO

The primary concerns for SVCO are EPS Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

CRM profiles as a mature stock while SVCO is a growth play — different risk/reward profiles.

CRM carries more volatility with a beta of 1.15 — expect wider price swings.

SVCO is growing revenue faster at 26.0% — sustainability is the question.

CRM generates stronger free cash flow (6.6B), providing more financial flexibility.

Bottom Line

CRM scores higher overall (76/100 vs 28/100), 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.

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Silvaco Group, Inc. Common Stock

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Silvaco Group, Inc. (SVCO) is a leading provider in the Electronic Design Automation (EDA) industry, offering sophisticated software solutions tailored to the semiconductor design and integrated circuit development sectors. The company's robust portfolio of tools enhances productivity and precision for a wide range of clients, positioning Silvaco at the forefront of the fast-evolving technology landscape. As the semiconductor industry experiences increasing demand for advanced electronic designs, Silvaco's dedication to innovation and technology not only solidifies its competitive advantage but also creates substantial value for investors, making SVCO an attractive investment opportunity.

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