Salesforce.com Inc (CRM)vsDocuSign Inc (DOCU)
CRM
Salesforce.com Inc
$185.66
-0.34%
TECHNOLOGY · Cap: $164.49B
DOCU
DocuSign Inc
$47.26
-7.22%
TECHNOLOGY · Cap: $8.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1203% more annual revenue ($42.83B vs $3.29B). CRM leads profitability with a 18.7% profit margin vs 9.6%. DOCU appears more attractively valued with a PEG of 0.53. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
DOCU
Buy60
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
+65.1%
Fair Value
$126.89
Current Price
$47.26
$79.63 discount
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
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Moderate valuation
Distress zone — elevated risk
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 : DOCU
The strongest argument for DOCU centers on Debt/Equity, PEG Ratio. PEG of 0.53 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 : DOCU
The primary concerns for DOCU are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while DOCU 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 60/100), backed by strong 18.7% margins and 13.3% revenue growth. DOCU offers better value entry with a 65.1% 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 →DocuSign Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
DocuSign, Inc. provides cloud-based software in the United States and internationally. The company is headquartered in San Francisco, California.
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