Salesforce.com Inc (CRM)vsThryv Holdings Inc (THRY)
CRM
Salesforce.com Inc
$185.66
-0.76%
TECHNOLOGY · Cap: $164.49B
THRY
Thryv Holdings Inc
$3.80
+4.97%
TECHNOLOGY · Cap: $168.09M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5453% more annual revenue ($42.83B vs $771.33M). CRM leads profitability with a 18.7% profit margin vs 1.9%. THRY trades at a lower P/E of 11.5x. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
THRY
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.7%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Intrinsic value data unavailable for THRY.
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
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 106.7% YoY
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Smaller company, higher risk/reward
ROE of 6.9% — below average capital efficiency
1.9% margin — thin
Operating margin of 2.2%
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 : THRY
The strongest argument for THRY centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : THRY
The primary concerns for THRY are Market Cap, Return on Equity, Profit Margin. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while THRY is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — 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 51/100), backed by strong 18.7% margins and 13.3% revenue growth. Both earn "Strong 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 →Thryv Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Thryv Holdings, Inc. provides cloud-based tools and digital marketing solutions to small and medium-sized businesses (SMBs) in the United States. The company is headquartered in DFW Airport, Texas.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?