Blaize Holdings, Inc. (BZAI)vsSalesforce.com Inc (CRM)
BZAI
Blaize Holdings, Inc.
$0.22
+12.94%
TECHNOLOGY · Cap: $36.61M
CRM
Salesforce.com Inc
$242.11
-4.61%
TECHNOLOGY · Cap: $198.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 87137% more annual revenue ($43.94B vs $50.37M). CRM leads profitability with a 22.0% profit margin vs -160.9%. CRM earns a higher WallStSmart Score of 73/100 (B).
BZAI
Hold41
out of 100
Grade: D
CRM
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BZAI.
Margin of Safety
+65.3%
Fair Value
$713.65
Current Price
$242.11
$471.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 505.0% year-over-year
Earnings expanding 118.9% YoY
Large-cap with strong market position
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
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -388.1% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BZAI
The strongest argument for BZAI centers on Price/Book, Revenue Growth. Revenue growth of 505.0% 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 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bear Case : BZAI
The primary concerns for BZAI are EPS Growth, Market Cap, Return on Equity.
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 1.26 — expect wider price swings.
BZAI is growing revenue faster at 505.0% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (73/100 vs 41/100), backed by strong 22.0% margins and 10.8% revenue growth. Both earn "Strong Buy" and "Hold" 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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