Blackbaud Inc (BLKB)vsSalesforce.com Inc (CRM)
BLKB
Blackbaud Inc
$39.36
-3.61%
TECHNOLOGY · Cap: $1.95B
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3580% more annual revenue ($41.52B vs $1.13B). CRM leads profitability with a 18.0% profit margin vs 10.2%. BLKB appears more attractively valued with a PEG of 0.45. BLKB earns a higher WallStSmart Score of 64/100 (C+).
BLKB
Buy64
out of 100
Grade: C+
CRM
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.6%
Fair Value
$110.92
Current Price
$39.35
$71.56 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
Growing faster than its price suggests
Every $100 of equity generates 109 in profit
Attractively priced relative to earnings
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
1.8% earnings growth
Smaller company, higher risk/reward
Trading at 21.3x book value
Revenue declined 2.3%
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BLKB
The strongest argument for BLKB centers on PEG Ratio, Return on Equity, P/E Ratio. PEG of 0.45 suggests the stock is reasonably priced for its growth.
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 : BLKB
The primary concerns for BLKB are EPS Growth, Market Cap, Price/Book.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Key Dynamics to Monitor
BLKB profiles as a declining 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.
CRM is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
BLKB scores higher overall (64/100 vs 63/100). CRM offers better value entry with a 34.2% margin of safety. 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.
Blackbaud Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, businesses, educational institutions, healthcare organizations, and other social concern entities in the United States and internationally. The company is headquartered in Charleston, South Carolina.
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
Want to dig deeper into these stocks?