Amplitude Inc (AMPL)vsSalesforce.com Inc (CRM)
AMPL
Amplitude Inc
$13.14
-2.16%
TECHNOLOGY · Cap: $1.64B
CRM
Salesforce.com Inc
$236.42
-1.33%
TECHNOLOGY · Cap: $203.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 11637% more annual revenue ($43.94B vs $374.37M). CRM leads profitability with a 22.0% profit margin vs -26.6%. CRM earns a higher WallStSmart Score of 74/100 (B).
AMPL
Avoid29
out of 100
Grade: F
CRM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+62.0%
Fair Value
$17.67
Current Price
$13.14
$4.53 discount
Margin of Safety
+66.9%
Fair Value
$719.75
Current Price
$236.42
$483.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 21.2% year-over-year
Mega-cap, among the largest globally
Earnings expanding 118.9% YoY
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
Trading at 12.1x book value
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : AMPL
The strongest argument for AMPL centers on Debt/Equity, Revenue Growth. Revenue growth of 21.2% demonstrates continued momentum.
Bull Case : CRM
The strongest argument for CRM centers on Market Cap, EPS Growth, 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 : AMPL
The primary concerns for AMPL are Price/Book, EPS Growth, Market Cap.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
AMPL profiles as a growth stock while CRM is a mature play — different risk/reward profiles.
AMPL carries more volatility with a beta of 1.50 — expect wider price swings.
AMPL is growing revenue faster at 21.2% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (74/100 vs 29/100), backed by strong 22.0% margins and 10.8% revenue growth. AMPL offers better value entry with a 62.0% 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.
Amplitude Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Amplitude Inc is a leading product intelligence platform that provides organizations with deep insights into user behavior to enhance product performance. Its cutting-edge analytics solutions empower businesses to improve customer engagement and retention, facilitating sustainable growth across diverse industries. Positioned strategically within the dynamic digital analytics landscape, Amplitude prioritizes innovation and scalability, making it an essential partner for enterprises seeking to optimize customer experiences and operational efficiencies. As companies increasingly rely on data-driven decision-making, Amplitude stands at the forefront of driving actionable insights that inform product strategies.
Visit Website →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 →Compare with Other SOFTWARE - APPLICATION Stocks
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