ADEIA CORP (ADEA)vsSalesforce.com Inc (CRM)
ADEA
ADEIA CORP
$22.75
+0.22%
TECHNOLOGY · Cap: $2.25B
CRM
Salesforce.com Inc
$242.11
-4.61%
TECHNOLOGY · Cap: $198.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 9231% more annual revenue ($43.94B vs $470.87M). ADEA leads profitability with a 26.1% profit margin vs 22.0%. CRM appears more attractively valued with a PEG of 0.78. CRM earns a higher WallStSmart Score of 73/100 (B).
ADEA
Buy64
out of 100
Grade: C+
CRM
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.3%
Fair Value
$36.08
Current Price
$22.75
$13.33 discount
Margin of Safety
+65.3%
Fair Value
$713.65
Current Price
$242.11
$471.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 32.0%
Every $100 of equity generates 29 in profit
Keeps 26 of every $100 in revenue as profit
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%
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
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, Return on Equity, Profit Margin. Profitability is solid with margins at 26.1% and operating margin at 32.0%. Revenue growth of 12.1% 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 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bear Case : ADEA
The primary concerns for ADEA are PEG Ratio, EPS Growth, Altman Z-Score.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.26 — expect wider price swings.
ADEA is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRM scores higher overall (73/100 vs 64/100), backed by strong 22.0% margins and 10.8% revenue growth. ADEA offers better value entry with a 47.3% margin of safety. 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.
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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