WallStSmart

Bank of Montreal (BMO)vsSalesforce.com Inc (CRM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Salesforce.com Inc generates 24% more annual revenue ($41.52B vs $33.48B). BMO leads profitability with a 27.1% profit margin vs 18.0%. CRM appears more attractively valued with a PEG of 1.06. BMO earns a higher WallStSmart Score of 75/100 (B+).

BMO

Strong Buy

75

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 10.0Quality: 5.0

CRM

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 7.0Value: 10.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.83
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BMOUndervalued (+57.3%)

Margin of Safety

+57.3%

Fair Value

$336.32

Current Price

$136.39

$199.93 discount

UndervaluedFair: $336.32Overvalued
CRMUndervalued (+34.2%)

Margin of Safety

+34.2%

Fair Value

$276.43

Current Price

$181.96

$94.47 discount

UndervaluedFair: $276.43Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BMO6 strengths · Avg: 8.7/10
Operating MarginProfitability
39.9%10/10

Strong operational efficiency at 39.9%

Market CapQuality
$94.86B9/10

Large-cap with strong market position

Profit MarginProfitability
27.1%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$6.95B8/10

Generating 7.0B in free cash flow

CRM4 strengths · Avg: 8.5/10
Market CapQuality
$171.49B9/10

Large-cap with strong market position

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.32B8/10

Generating 5.3B in free cash flow

Areas to Watch

BMO0 concerns · Avg: 0/10

No major concerns identified

CRM1 concerns · Avg: 4.0/10
Altman Z-ScoreHealth
1.834/10

Grey zone — moderate risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BMO

The strongest argument for BMO centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 27.1% and operating margin at 39.9%. PEG of 1.46 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 : BMO

No major red flags identified for BMO, but monitor valuation.

Bear Case : CRM

The primary concerns for CRM are Altman Z-Score.

Key Dynamics to Monitor

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.

BMO generates stronger free cash flow (7.0B), providing more financial flexibility.

Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BMO scores higher overall (75/100 vs 63/100), backed by strong 27.1% margins. 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.

Bank of Montreal

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Bank of Montreal offers diversified financial services primarily in North America. The company is headquartered in Montreal, Canada.

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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