Salesforce.com Inc (CRM)vsCerence Inc (CRNC)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
CRNC
Cerence Inc
$6.66
-5.13%
TECHNOLOGY · Cap: $307.92M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 13042% more annual revenue ($41.52B vs $315.96M). CRM leads profitability with a 18.0% profit margin vs 0.1%. CRM trades at a lower P/E of 23.5x. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
CRNC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Margin of Safety
-5685.7%
Fair Value
$0.14
Current Price
$6.66
$6.52 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.3B in free cash flow
Strong operational efficiency at 32.2%
Revenue surging 126.1% year-over-year
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 0.3% — below average capital efficiency
0.1% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : CRNC
The strongest argument for CRNC centers on Operating Margin, Revenue Growth, Price/Book. Revenue growth of 126.1% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : CRNC
The primary concerns for CRNC are Market Cap, Return on Equity, Profit Margin. A P/E of 342.0x leaves little room for execution misses. Thin 0.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while CRNC is a hypergrowth play — different risk/reward profiles.
CRNC carries more volatility with a beta of 2.71 — expect wider price swings.
CRNC is growing revenue faster at 126.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (63/100 vs 54/100), backed by strong 18.0% margins and 12.1% revenue growth. 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.
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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