Salesforce.com Inc (CRM)vsViant Technology Inc (DSP)
CRM
Salesforce.com Inc
$218.01
-0.20%
TECHNOLOGY · Cap: $188.61B
DSP
Viant Technology Inc
$11.59
-3.22%
TECHNOLOGY · Cap: $846.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 11210% more annual revenue ($43.94B vs $388.50M). CRM leads profitability with a 22.0% profit margin vs 2.2%. CRM appears more attractively valued with a PEG of 0.82. CRM earns a higher WallStSmart Score of 75/100 (B+).
CRM
Strong Buy75
out of 100
Grade: B+
DSP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.0%
Fair Value
$711.63
Current Price
$218.01
$493.62 discount
Margin of Safety
+37.5%
Fair Value
$15.74
Current Price
$11.59
$4.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 118.9% YoY
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 21.4%
Revenue surging 33.9% year-over-year
Earnings expanding 255.1% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 7.7% — below average capital efficiency
2.2% margin — thin
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 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : DSP
The strongest argument for DSP centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 33.9% demonstrates continued momentum. PEG of 0.96 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 : DSP
The primary concerns for DSP are P/E Ratio, Market Cap, Return on Equity. Thin 2.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while DSP is a hypergrowth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.26 — expect wider price swings.
DSP is growing revenue faster at 33.9% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (75/100 vs 60/100), backed by strong 22.0% margins and 10.8% revenue growth. DSP offers better value entry with a 37.5% 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 →Viant Technology Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Viant Technology Inc. is an adware company. The company is headquartered in Irvine, California.
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