Salesforce.com Inc (CRM)vsCerence Inc (CRNC)
CRM
Salesforce.com Inc
$242.11
-4.63%
TECHNOLOGY · Cap: $198.10B
CRNC
Cerence Inc
$8.48
+0.12%
TECHNOLOGY · Cap: $401.64M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 14097% more annual revenue ($43.94B vs $309.49M). CRM leads profitability with a 22.0% profit margin vs -5.0%. CRM earns a higher WallStSmart Score of 73/100 (B).
CRM
Strong Buy73
out of 100
Grade: B
CRNC
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.3%
Fair Value
$713.65
Current Price
$242.11
$471.54 discount
Margin of Safety
+52.4%
Fair Value
$17.03
Current Price
$8.48
$8.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Smaller company, higher risk/reward
Operating margin of 4.5%
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : CRNC
The strongest argument for CRNC centers on Price/Book. Revenue growth of 11.8% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : CRNC
The primary concerns for CRNC are Market Cap, Operating Margin, Debt/Equity.
Key Dynamics to Monitor
CRM profiles as a mature stock while CRNC is a turnaround play — different risk/reward profiles.
CRNC carries more volatility with a beta of 3.05 — expect wider price swings.
CRNC is growing revenue faster at 11.8% — 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 36/100), backed by strong 22.0% margins and 10.8% revenue growth. CRNC offers better value entry with a 52.4% margin of safety. 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.
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 →Cerence Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Cerence Inc. provides assistants and innovations with artificial intelligence technology for connected and autonomous vehicles. Offers state-of-the-art software components; components connected to the cloud; tool kits; Applications; and virtual assistant for coexistence and professional services. The company is headquartered in Burlington, Massachusetts.
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