Salesforce.com Inc (CRM)vsUnity Software Inc (U)
CRM
Salesforce.com Inc
$150.12
-0.43%
TECHNOLOGY · Cap: $134.77B
U
Unity Software Inc
$29.17
-2.86%
TECHNOLOGY · Cap: $11.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 2127% more annual revenue ($42.83B vs $1.92B). CRM leads profitability with a 18.7% profit margin vs -35.0%. CRM earns a higher WallStSmart Score of 76/100 (B+).
CRM
Strong Buy76
out of 100
Grade: B+
U
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.9%
Fair Value
$720.27
Current Price
$150.12
$570.15 discount
Margin of Safety
+51.5%
Fair Value
$40.49
Current Price
$29.17
$11.32 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
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
16.8% revenue growth
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.0% earnings growth
ROE of -22.6% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : U
The strongest argument for U centers on Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : U
The primary concerns for U are EPS Growth, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while U is a growth play — different risk/reward profiles.
U carries more volatility with a beta of 2.05 — expect wider price swings.
U is growing revenue faster at 16.8% — 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 32/100), backed by strong 18.7% margins and 13.3% revenue growth. U offers better value entry with a 51.5% 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 →Unity Software Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Unity Software Inc. operates a real-time 3D development platform. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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