Salesforce.com Inc (CRM)vsDocebo Inc (DCBO)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
DCBO
Docebo Inc
$18.54
-5.31%
TECHNOLOGY · Cap: $557.21M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 17011% more annual revenue ($41.52B vs $242.69M). CRM leads profitability with a 18.0% profit margin vs 15.5%. DCBO trades at a lower P/E of 15.1x. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
DCBO
Buy58
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
+68.5%
Fair Value
$59.90
Current Price
$18.54
$41.36 discount
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
Every $100 of equity generates 57 in profit
Earnings expanding 141.7% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
Weak financial health signals
Distress zone — elevated risk
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 : DCBO
The strongest argument for DCBO centers on Return on Equity, EPS Growth, Debt/Equity. Profitability is solid with margins at 15.5% and operating margin at 15.4%. Revenue growth of 10.5% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : DCBO
The primary concerns for DCBO are Market Cap, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
CRM is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRM scores higher overall (63/100 vs 58/100), backed by strong 18.0% margins and 12.1% revenue growth. DCBO offers better value entry with a 68.5% margin of safety. 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 →Docebo Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Docebo Inc. provides a cloud-based learning management system to train internal and external workforce, partners, and customers in North America, Europe, and the Asia-Pacific region. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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