Salesforce.com Inc (CRM)vsReposiTrak (TRAK)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
TRAK
ReposiTrak
$7.58
-6.07%
TECHNOLOGY · Cap: $146.90M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 176585% more annual revenue ($41.52B vs $23.50M). TRAK leads profitability with a 30.9% profit margin vs 18.0%. TRAK appears more attractively valued with a PEG of 0.74. TRAK earns a higher WallStSmart Score of 64/100 (C+).
CRM
Buy63
out of 100
Grade: C+
TRAK
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Margin of Safety
-3.4%
Fair Value
$9.98
Current Price
$7.58
$2.40 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.3B in free cash flow
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 31.0%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, Price/Book. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : TRAK
The strongest argument for TRAK centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 30.9% and operating margin at 31.0%. PEG of 0.74 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : TRAK
The primary concerns for TRAK are Market Cap.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
CRM is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRAK scores higher overall (64/100 vs 63/100), backed by strong 30.9% margins. CRM offers better value entry with a 34.2% margin of safety. Both earn "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 →ReposiTrak
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ReposiTrak, Inc. (Ticker: TRAK) is a leading provider of supply chain management solutions, specializing in risk management and compliance for the retail and foodservice sectors. Leveraging advanced technology, ReposiTrak delivers real-time insights that enhance operational efficiency while ensuring compliance with stringent regulatory requirements. With its extensive supplier network and commitment to innovation, the company serves as a strategic partner for organizations aiming to strengthen their supply chain integrity. Positioned for sustained growth, ReposiTrak is dedicated to creating value for its stakeholders by fostering safer and more efficient consumer goods transactions.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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