Salesforce.com Inc (CRM)vsDollar General Corporation (DG)
CRM
Salesforce.com Inc
$181.82
-2.43%
TECHNOLOGY · Cap: $152.44B
DG
Dollar General Corporation
$113.29
-2.73%
CONSUMER DEFENSIVE · Cap: $25.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Dollar General Corporation generates 3% more annual revenue ($42.72B vs $41.52B). CRM leads profitability with a 18.0% profit margin vs 3.5%. CRM appears more attractively valued with a PEG of 1.01. CRM earns a higher WallStSmart Score of 68/100 (B-).
CRM
Strong Buy68
out of 100
Grade: B-
DG
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.5%
Fair Value
$741.21
Current Price
$181.82
$559.39 discount
Margin of Safety
+31.5%
Fair Value
$214.72
Current Price
$113.29
$101.43 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
Earnings expanding 121.9% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 1.3B in free cash flow
Areas to Watch
Grey zone — moderate risk
Expensive relative to growth rate
3.5% margin — thin
Elevated debt levels
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 : DG
The strongest argument for DG centers on EPS Growth, P/E Ratio, Price/Book.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : DG
The primary concerns for DG are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 2.02 is elevated, increasing financial risk. Thin 3.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while DG 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 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (68/100 vs 63/100), backed by strong 18.0% margins and 12.1% revenue growth. DG offers better value entry with a 31.5% margin of safety. 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 →Dollar General Corporation
CONSUMER DEFENSIVE · DISCOUNT STORES · USA
Dollar General Corporation is an American chain of variety stores headquartered in Goodlettsville, Tennessee.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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