Salesforce.com Inc (CRM)vsCommVault Systems Inc (CVLT)
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
CVLT
CommVault Systems Inc
$130.07
-1.13%
TECHNOLOGY · Cap: $5.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3514% more annual revenue ($43.94B vs $1.22B). CRM leads profitability with a 22.0% profit margin vs 5.6%. CRM appears more attractively valued with a PEG of 0.90. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
CVLT
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.7%
Fair Value
$721.77
Current Price
$247.72
$474.05 discount
Margin of Safety
+22.4%
Fair Value
$113.09
Current Price
$130.07
$16.98 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 118.9% YoY
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%
Every $100 of equity generates 943 in profit
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
5.6% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, EPS Growth, 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 : CVLT
The strongest argument for CVLT centers on Return on Equity. Revenue growth of 11.4% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : CVLT
The primary concerns for CVLT are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 85.5x leaves little room for execution misses. Debt-to-equity of 17.63 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRM profiles as a mature stock while CVLT is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — expect wider price swings.
CVLT is growing revenue faster at 11.4% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (74/100 vs 44/100), backed by strong 22.0% margins and 10.8% revenue growth. CVLT offers better value entry with a 22.4% 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 →CommVault Systems Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Commvault Systems, Inc. provides data protection and information management software applications and related services in the United States and internationally. The company is headquartered in Tinton Falls, New Jersey.
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