Blaize Holdings, Inc. (BZAI)vsSalesforce.com Inc (CRM)
BZAI
Blaize Holdings, Inc.
$1.66
-8.29%
TECHNOLOGY · Cap: $254.72M
CRM
Salesforce.com Inc
$185.66
-0.34%
TECHNOLOGY · Cap: $164.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 106010% more annual revenue ($42.83B vs $40.36M). CRM leads profitability with a 18.7% profit margin vs -202.6%. CRM earns a higher WallStSmart Score of 71/100 (B).
BZAI
Avoid26
out of 100
Grade: F
CRM
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BZAI.
Margin of Safety
+74.7%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 171.9% year-over-year
Conservative balance sheet, low leverage
Earnings expanding 52.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -388.1% — below average capital efficiency
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BZAI
The strongest argument for BZAI centers on Revenue Growth, Debt/Equity. Revenue growth of 171.9% demonstrates continued momentum.
Bull Case : CRM
The strongest argument for CRM centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.
Bear Case : BZAI
The primary concerns for BZAI are EPS Growth, Market Cap, Piotroski F-Score.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
BZAI profiles as a hypergrowth stock while CRM is a mature play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — expect wider price swings.
BZAI is growing revenue faster at 171.9% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (71/100 vs 26/100), backed by strong 18.7% margins and 13.3% revenue growth. 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.
Blaize Holdings, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Blaize Holdings, Inc. provides artificial intelligence (AI)-enabled edge computing solutions. The company is headquartered in El Dorado Hills, 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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