Booking Holdings Inc (BKNG)vsSalesforce.com Inc (CRM)
BKNG
Booking Holdings Inc
$4,237.75
-1.23%
CONSUMER CYCLICAL · Cap: $138.30B
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 54% more annual revenue ($41.52B vs $26.92B). BKNG leads profitability with a 20.1% profit margin vs 18.0%. BKNG appears more attractively valued with a PEG of 0.73. BKNG earns a higher WallStSmart Score of 78/100 (B+).
BKNG
Strong Buy78
out of 100
Grade: B+
CRM
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.4%
Fair Value
$7757.57
Current Price
$4237.75
$3519.82 discount
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
Strong operational efficiency at 32.5%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
Growing faster than its price suggests
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
Moderate valuation
ROE of 2.3% — below average capital efficiency
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BKNG
The strongest argument for BKNG centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 20.1% and operating margin at 32.5%. Revenue growth of 16.0% 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 : BKNG
The primary concerns for BKNG are P/E Ratio, Return on Equity.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Key Dynamics to Monitor
BKNG 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.
BKNG is growing revenue faster at 16.0% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
BKNG scores higher overall (78/100 vs 63/100), backed by strong 20.1% margins and 16.0% 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.
Booking Holdings Inc
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Booking Holdings Inc. is an American travel technology company organized in Delaware and based in Norwalk, Connecticut, that owns and operates several travel fare aggregators and travel fare metasearch engines including namesake and flagship Booking.com, Priceline.com, Agoda.com, Kayak.com, Cheapflights, Rentalcars.com, Momondo, and OpenTable.
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 TRAVEL SERVICES Stocks
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