Salesforce.com Inc (CRM)vsDocuSign Inc (DOCU)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
DOCU
DocuSign Inc
$46.30
+0.30%
TECHNOLOGY · Cap: $8.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1190% more annual revenue ($41.52B vs $3.22B). CRM leads profitability with a 18.0% profit margin vs 9.6%. DOCU appears more attractively valued with a PEG of 0.56. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
DOCU
Buy60
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
-16.6%
Fair Value
$38.01
Current Price
$46.30
$8.29 premium
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
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Grey zone — moderate risk
Premium valuation, high expectations priced in
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 : DOCU
The strongest argument for DOCU centers on Debt/Equity, PEG Ratio. PEG of 0.56 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : DOCU
The primary concerns for DOCU are P/E Ratio, Piotroski F-Score, 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 1.31 — 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.
Bottom Line
CRM scores higher overall (63/100 vs 60/100), backed by strong 18.0% margins and 12.1% revenue growth. 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 →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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