Salesforce.com Inc (CRM)vsClearwater Analytics Holdings Inc (CWAN)
CRM
Salesforce.com Inc
$185.66
-0.34%
TECHNOLOGY · Cap: $164.49B
CWAN
Clearwater Analytics Holdings Inc
$24.37
-0.04%
TECHNOLOGY · Cap: $7.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5087% more annual revenue ($42.83B vs $825.73M). CRM leads profitability with a 18.7% profit margin vs -5.8%. CRM appears more attractively valued with a PEG of 1.02. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
CWAN
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.7%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Margin of Safety
-16.1%
Fair Value
$20.33
Current Price
$24.37
$4.04 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Revenue surging 74.4% year-over-year
Earnings expanding 202.8% YoY
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Expensive relative to growth rate
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 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : CWAN
The strongest argument for CWAN centers on Revenue Growth, EPS Growth. Revenue growth of 74.4% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : CWAN
The primary concerns for CWAN are Altman Z-Score, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while CWAN is a hypergrowth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — expect wider price swings.
CWAN is growing revenue faster at 74.4% — 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 43/100), backed by strong 18.7% margins and 13.3% 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.
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 →Clearwater Analytics Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Clearwater Analytics Holdings Inc. (CWAN) is a leading provider of innovative, cloud-based investment accounting and analytics solutions designed for investment firms, insurance companies, and multinational corporations. Its advanced platform enhances portfolio management and reporting capabilities, enabling clients to make informed strategic investment decisions while maintaining operational efficiency and regulatory compliance. Positioned at the forefront of the rapidly evolving financial technology sector, Clearwater is well-equipped to capitalize on the growing demand for comprehensive investment solutions, driving sustained growth and ongoing innovation within the financial services industry.
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