Asana Inc (ASAN)vsSalesforce.com Inc (CRM)
ASAN
Asana Inc
$8.77
+2.45%
TECHNOLOGY · Cap: $1.89B
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5206% more annual revenue ($43.94B vs $828.13M). CRM leads profitability with a 22.0% profit margin vs -18.6%. CRM earns a higher WallStSmart Score of 74/100 (B).
ASAN
Avoid26
out of 100
Grade: F
CRM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+81.0%
Fair Value
$39.48
Current Price
$8.77
$30.71 discount
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
No standout strengths identified
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 19.5x book value
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ASAN
ASAN has a balanced fundamental profile.
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 : ASAN
The primary concerns for ASAN are Price/Book, EPS Growth, Market Cap. Debt-to-equity of 1.81 is elevated, increasing financial risk.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
ASAN profiles as a turnaround stock while CRM is a mature play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — expect wider price swings.
CRM is growing revenue faster at 10.8% — 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 26/100), backed by strong 22.0% margins and 10.8% revenue growth. ASAN offers better value entry with a 81.0% 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.
Asana Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Asana, Inc. operates a work management platform for individuals, team leaders, and executives in the United States and internationally. The company is headquartered in San Francisco, 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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