WallStSmart

Salesforce.com Inc (CRM)vsUpbound Group Inc. (UPBD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Salesforce.com Inc generates 784% more annual revenue ($41.52B vs $4.70B). CRM leads profitability with a 18.0% profit margin vs 1.6%. CRM appears more attractively valued with a PEG of 1.06. CRM earns a higher WallStSmart Score of 63/100 (C+).

CRM

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 7.0Value: 10.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.83

UPBD

Buy

57

out of 100

Grade: C

Growth: 4.0Profit: 5.5Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRMUndervalued (+34.2%)

Margin of Safety

+34.2%

Fair Value

$276.43

Current Price

$181.96

$94.47 discount

UndervaluedFair: $276.43Overvalued
UPBDSignificantly Overvalued (-133.1%)

Margin of Safety

-133.1%

Fair Value

$8.50

Current Price

$18.33

$9.83 premium

UndervaluedFair: $8.50Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRM4 strengths · Avg: 8.5/10
Market CapQuality
$171.49B9/10

Large-cap with strong market position

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.32B8/10

Generating 5.3B in free cash flow

UPBD2 strengths · Avg: 8.0/10
P/E RatioValuation
13.8x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Areas to Watch

CRM1 concerns · Avg: 4.0/10
Altman Z-ScoreHealth
1.834/10

Grey zone — moderate risk

UPBD4 concerns · Avg: 2.5/10
Market CapQuality
$1.00B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
1.6%3/10

1.6% margin — thin

EPS GrowthGrowth
-38.2%2/10

Earnings declined 38.2%

Free Cash FlowQuality
$-7.74M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : UPBD

The strongest argument for UPBD centers on P/E Ratio, Price/Book. Revenue growth of 10.9% demonstrates continued momentum. PEG of 1.39 suggests the stock is reasonably priced for its growth.

Bear Case : CRM

The primary concerns for CRM are Altman Z-Score.

Bear Case : UPBD

The primary concerns for UPBD are Market Cap, Profit Margin, EPS Growth. Thin 1.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

CRM profiles as a mature stock while UPBD is a value play — different risk/reward profiles.

UPBD carries more volatility with a beta of 1.84 — 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.

Bottom Line

CRM scores higher overall (63/100 vs 57/100), backed by strong 18.0% margins and 12.1% revenue growth. 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.

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Upbound Group Inc.

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Upbound Group, Inc., an omni-channel platform company, leases household durable goods to customers on a lease-to-own basis in the United States, Puerto Rico, and Mexico. The company is headquartered in Plano, Texas.

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