Appfolio Inc (APPF)vsSalesforce.com Inc (CRM)
APPF
Appfolio Inc
$158.57
-1.54%
TECHNOLOGY · Cap: $5.80B
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 4267% more annual revenue ($41.52B vs $950.82M). CRM leads profitability with a 18.0% profit margin vs 14.8%. CRM appears more attractively valued with a PEG of 1.06. CRM earns a higher WallStSmart Score of 63/100 (C+).
APPF
Buy52
out of 100
Grade: C-
CRM
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-577.6%
Fair Value
$26.38
Current Price
$158.57
$132.19 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
Safe zone — low bankruptcy risk
Every $100 of equity generates 27 in profit
Conservative balance sheet, low leverage
Revenue surging 21.9% year-over-year
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 10.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : APPF
The strongest argument for APPF centers on Altman Z-Score, Return on Equity, Debt/Equity. Revenue growth of 21.9% 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 : APPF
The primary concerns for APPF are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 41.5x leaves little room for execution misses.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Key Dynamics to Monitor
APPF profiles as a growth stock while CRM is a mature play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
APPF is growing revenue faster at 21.9% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (63/100 vs 52/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "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.
Appfolio Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
AppFolio, Inc. provides industry-specific cloud-based enterprise software data analytics, services and solutions for the real estate industry. The company is headquartered in Santa Barbara, California.
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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