Autodesk Inc (ADSK)vsSalesforce.com Inc (CRM)
ADSK
Autodesk Inc
$235.42
-1.66%
TECHNOLOGY · Cap: $50.75B
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 476% more annual revenue ($41.52B vs $7.21B). CRM leads profitability with a 18.0% profit margin vs 15.6%. ADSK appears more attractively valued with a PEG of 0.97. ADSK earns a higher WallStSmart Score of 68/100 (B-).
ADSK
Strong Buy68
out of 100
Grade: B-
CRM
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-164.0%
Fair Value
$88.11
Current Price
$235.42
$147.31 premium
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 27.2%
19.4% revenue growth
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.3B in free cash flow
Areas to Watch
Trading at 16.4x book value
Weak financial health signals
Premium valuation, high expectations priced in
Distress zone — elevated risk
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ADSK
The strongest argument for ADSK centers on Return on Equity, Market Cap, PEG Ratio. Profitability is solid with margins at 15.6% and operating margin at 27.2%. Revenue growth of 19.4% demonstrates continued momentum.
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.
Bear Case : ADSK
The primary concerns for ADSK are Price/Book, Piotroski F-Score, P/E Ratio. A P/E of 45.9x leaves little room for execution misses.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Key Dynamics to Monitor
ADSK profiles as a growth stock while CRM is a mature play — different risk/reward profiles.
ADSK carries more volatility with a beta of 1.47 — expect wider price swings.
ADSK is growing revenue faster at 19.4% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
ADSK scores higher overall (68/100 vs 63/100), backed by strong 15.6% margins and 19.4% revenue growth. CRM offers better value entry with a 34.2% 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.
Autodesk Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Autodesk, Inc. is an American multinational software corporation that makes software products and services for the architecture, engineering, construction, manufacturing, media, education, and entertainment industries. Autodesk is headquartered in San Rafael, 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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