ADEIA CORP (ADEA)vsSalesforce.com Inc (CRM)
ADEA
ADEIA CORP
$28.98
-10.44%
TECHNOLOGY · Cap: $2.95B
CRM
Salesforce.com Inc
$185.66
-0.76%
TECHNOLOGY · Cap: $164.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 9201% more annual revenue ($42.83B vs $460.49M). ADEA leads profitability with a 26.5% profit margin vs 18.7%. CRM appears more attractively valued with a PEG of 1.02. ADEA earns a higher WallStSmart Score of 72/100 (B).
ADEA
Strong Buy72
out of 100
Grade: B
CRM
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.9%
Fair Value
$35.84
Current Price
$28.98
$6.86 discount
Margin of Safety
+74.7%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 39.0%
Earnings expanding 100.0% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 29 in profit
Keeps 27 of every $100 in revenue as profit
19.5% revenue growth
Earnings expanding 52.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ADEA
The strongest argument for ADEA centers on Operating Margin, EPS Growth, Debt/Equity. Profitability is solid with margins at 26.5% and operating margin at 39.0%. Revenue growth of 19.5% demonstrates continued momentum.
Bull 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.
Bear Case : ADEA
The primary concerns for ADEA are PEG Ratio, Altman Z-Score.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
ADEA profiles as a growth stock while CRM is a mature play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — expect wider price swings.
ADEA is growing revenue faster at 19.5% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
ADEA scores higher overall (72/100 vs 71/100), backed by strong 26.5% margins and 19.5% revenue growth. CRM offers better value entry with a 74.7% margin of safety. Both earn "Strong Buy" and "Strong 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.
ADEIA CORP
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Adeia Inc., is a global consumer and entertainment products/solutions licensing company. The company is headquartered in San Jose, California.
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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