Salesforce.com Inc (CRM)vsWorkday Inc (WDAY)
CRM
Salesforce.com Inc
$195.38
+0.20%
TECHNOLOGY · Cap: $185.84B
WDAY
Workday Inc
$135.96
+1.93%
TECHNOLOGY · Cap: $36.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 335% more annual revenue ($41.52B vs $9.55B). CRM leads profitability with a 18.0% profit margin vs 7.3%. WDAY appears more attractively valued with a PEG of 0.51. CRM earns a higher WallStSmart Score of 65/100 (B-).
CRM
Strong Buy65
out of 100
Grade: B-
WDAY
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.4%
Fair Value
$276.08
Current Price
$195.38
$80.70 discount
Margin of Safety
-18.8%
Fair Value
$121.68
Current Price
$135.96
$14.28 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Generating 5.3B in free cash flow
Earnings expanding 62.9% YoY
Growing faster than its price suggests
Generating 1.2B in free cash flow
Areas to Watch
Moderate valuation
Grey zone — moderate risk
7.3% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, PEG Ratio. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : WDAY
The strongest argument for WDAY centers on EPS Growth, PEG Ratio, Free Cash Flow. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.51 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are P/E Ratio, Altman Z-Score.
Bear Case : WDAY
The primary concerns for WDAY are Profit Margin, P/E Ratio. A P/E of 52.0x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while WDAY is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
WDAY is growing revenue faster at 14.5% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (65/100 vs 64/100), backed by strong 18.0% margins and 12.1% 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 →Workday Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?