Digital Turbine Inc (APPS)vsSalesforce.com Inc (CRM)
APPS
Digital Turbine Inc
$11.81
+0.08%
TECHNOLOGY · Cap: $1.43B
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 7219% more annual revenue ($43.94B vs $600.31M). CRM leads profitability with a 22.0% profit margin vs -5.8%. APPS appears more attractively valued with a PEG of 0.69. CRM earns a higher WallStSmart Score of 74/100 (B).
APPS
Hold43
out of 100
Grade: D
CRM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APPS.
Margin of Safety
+65.7%
Fair Value
$721.77
Current Price
$247.72
$474.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 26.8% 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
Smaller company, higher risk/reward
Elevated debt levels
ROE of -19.6% — below average capital efficiency
Earnings declined 42.9%
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : APPS
The strongest argument for APPS centers on PEG Ratio, Revenue Growth. Revenue growth of 26.8% demonstrates continued momentum. PEG of 0.69 suggests the stock is reasonably priced for its growth.
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 : APPS
The primary concerns for APPS are Market Cap, Debt/Equity, Return on Equity. Debt-to-equity of 1.85 is elevated, increasing financial risk.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
APPS profiles as a growth stock while CRM is a mature play — different risk/reward profiles.
APPS carries more volatility with a beta of 2.88 — expect wider price swings.
APPS is growing revenue faster at 26.8% — 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 43/100), backed by strong 22.0% margins and 10.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Digital Turbine Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Digital Turbine, Inc. provides mobile and media communication products and solutions for mobile operators, application advertisers, publishers, original equipment manufacturers (OEMs), and other third parties. The company is headquartered in Austin, Texas.
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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