Salesforce.com Inc (CRM)vsDonnelley Financial Solutions Inc (DFIN)
CRM
Salesforce.com Inc
$185.66
-0.34%
TECHNOLOGY · Cap: $164.49B
DFIN
Donnelley Financial Solutions Inc
$36.74
-4.60%
TECHNOLOGY · Cap: $1.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5452% more annual revenue ($42.83B vs $771.40M). CRM leads profitability with a 18.7% profit margin vs 4.5%. DFIN appears more attractively valued with a PEG of 0.97. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
DFIN
Buy62
out of 100
Grade: C+
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
-64.2%
Fair Value
$25.13
Current Price
$36.74
$11.61 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
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 23.7%
Earnings expanding 21.0% YoY
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Moderate valuation
2.2% revenue growth
Smaller company, higher risk/reward
4.5% margin — thin
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 : DFIN
The strongest argument for DFIN centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.97 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : DFIN
The primary concerns for DFIN are P/E Ratio, Revenue Growth, Market Cap. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while DFIN is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — expect wider price swings.
CRM is growing revenue faster at 13.3% — 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 62/100), backed by strong 18.7% margins and 13.3% revenue growth. Both earn "Strong 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 →Donnelley Financial Solutions Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Donnelley Financial Solutions, Inc. is a global risk and compliance solutions company. The company is headquartered in Chicago, Illinois.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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