Salesforce.com Inc (CRM)vsVertex (VERX)
CRM
Salesforce.com Inc
$234.02
-1.76%
TECHNOLOGY · Cap: $195.53B
VERX
Vertex
$11.37
-2.65%
TECHNOLOGY · Cap: $1.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5480% more annual revenue ($43.94B vs $787.44M). CRM leads profitability with a 22.0% profit margin vs 0.5%. CRM trades at a lower P/E of 21.4x. CRM earns a higher WallStSmart Score of 73/100 (B).
CRM
Strong Buy73
out of 100
Grade: B
VERX
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.9%
Fair Value
$719.75
Current Price
$234.02
$485.73 discount
Margin of Safety
+55.3%
Fair Value
$28.69
Current Price
$11.37
$17.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 118.9% YoY
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 21.4%
No standout strengths identified
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Smaller company, higher risk/reward
0.5% margin — thin
Operating margin of 3.4%
Elevated debt levels
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 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : VERX
Revenue growth of 10.5% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : VERX
The primary concerns for VERX are Market Cap, Profit Margin, Operating Margin. A P/E of 604.0x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while VERX is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — expect wider price swings.
CRM is growing revenue faster at 10.8% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (73/100 vs 31/100), backed by strong 22.0% margins and 10.8% revenue growth. VERX offers better value entry with a 55.3% 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 →Vertex
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Vertex, Inc. provides tax technology solutions for corporations in the retail, communications, leasing, and manufacturing industries in the United States and internationally. The company is headquartered in King of Prussia, Pennsylvania.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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