Salesforce.com Inc (CRM)vsDescartes Systems Group Inc (DSGX)
CRM
Salesforce.com Inc
$150.12
+2.20%
TECHNOLOGY · Cap: $134.77B
DSGX
Descartes Systems Group Inc
$75.46
-3.14%
TECHNOLOGY · Cap: $6.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5581% more annual revenue ($42.83B vs $753.87M). DSGX leads profitability with a 23.4% profit margin vs 18.7%. CRM appears more attractively valued with a PEG of 0.79. CRM earns a higher WallStSmart Score of 76/100 (B+).
CRM
Strong Buy76
out of 100
Grade: B+
DSGX
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.9%
Fair Value
$720.27
Current Price
$150.12
$570.15 discount
Margin of Safety
-5.8%
Fair Value
$62.18
Current Price
$75.46
$13.28 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
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Strong operational efficiency at 32.9%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 23 of every $100 in revenue as profit
Earnings expanding 34.1% YoY
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
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 : DSGX
The strongest argument for DSGX centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 23.4% and operating margin at 32.9%. Revenue growth of 14.7% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : DSGX
The primary concerns for DSGX are P/E Ratio.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.15 — expect wider price swings.
DSGX is growing revenue faster at 14.7% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRM scores higher overall (76/100 vs 69/100), backed by strong 18.7% margins and 13.3% revenue growth. Both earn "Strong Buy" and "Strong 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 →Descartes Systems Group Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Descartes Systems Group Inc. provides cloud-based logistics and supply chain management business process solutions that focus on improving productivity, performance and security for intensive logistics companies globally. The company is headquartered in Waterloo, Canada.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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