WallStSmart

Salesforce.com Inc (CRM)vsDigimarc Corporation (DMRC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Salesforce.com Inc generates 133224% more annual revenue ($42.83B vs $32.12M). CRM leads profitability with a 18.7% profit margin vs -85.8%. DMRC appears more attractively valued with a PEG of 0.52. CRM earns a higher WallStSmart Score of 71/100 (B).

CRM

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 7.3Quality: 4.5
Piotroski: 5/9Altman Z: 1.50

DMRC

Avoid

27

out of 100

Grade: F

Growth: 3.3Profit: 2.0Value: 7.7Quality: 5.5
Piotroski: 2/9Altman Z: -9.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRMUndervalued (+74.7%)

Margin of Safety

+74.7%

Fair Value

$722.63

Current Price

$185.66

$536.97 discount

UndervaluedFair: $722.63Overvalued
DMRCUndervalued (+77.4%)

Margin of Safety

+77.4%

Fair Value

$22.92

Current Price

$13.63

$9.29 discount

UndervaluedFair: $22.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRM5 strengths · Avg: 8.8/10
EPS GrowthGrowth
52.2%10/10

Earnings expanding 52.2% YoY

Market CapQuality
$164.49B9/10

Large-cap with strong market position

Return on EquityProfitability
23.4%9/10

Every $100 of equity generates 23 in profit

Operating MarginProfitability
21.8%8/10

Strong operational efficiency at 21.8%

Free Cash FlowQuality
$6.56B8/10

Generating 6.6B in free cash flow

DMRC2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.528/10

Growing faster than its price suggests

Areas to Watch

CRM2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.504/10

Distress zone — elevated risk

Debt/EquityHealth
1.223/10

Elevated debt levels

DMRC4 concerns · Avg: 3.5/10
Price/BookValuation
8.9x4/10

Trading at 8.9x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$303.16M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : DMRC

The strongest argument for DMRC centers on Debt/Equity, PEG Ratio. PEG of 0.52 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 : DMRC

The primary concerns for DMRC are Price/Book, EPS Growth, Market Cap.

Key Dynamics to Monitor

CRM profiles as a mature stock while DMRC is a turnaround play — different risk/reward profiles.

DMRC carries more volatility with a beta of 2.19 — 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 27/100), backed by strong 18.7% margins and 13.3% revenue growth. DMRC offers better value entry with a 77.4% margin of safety. Both earn "Strong Buy" and "Avoid" 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.

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Digimarc Corporation

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Digimarc Corporation offers automatic identification solutions to commercial and government customers in the United States and internationally. The company is headquartered in Beaverton, Oregon.

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