Salesforce.com Inc (CRM)vsViant Technology Inc (DSP)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
DSP
Viant Technology Inc
$11.01
-3.93%
TECHNOLOGY · Cap: $722.75M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 11964% more annual revenue ($41.52B vs $344.20M). CRM leads profitability with a 18.0% profit margin vs 2.4%. DSP appears more attractively valued with a PEG of 0.32. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
DSP
Buy62
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
+41.7%
Fair Value
$16.85
Current Price
$11.01
$5.84 discount
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
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 22.3% year-over-year
Areas to Watch
Grey zone — moderate risk
Premium valuation, high expectations priced in
2.6% earnings growth
Smaller company, higher risk/reward
2.4% margin — thin
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 : DSP
The strongest argument for DSP centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 22.3% demonstrates continued momentum. PEG of 0.32 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : DSP
The primary concerns for DSP are P/E Ratio, EPS Growth, Market Cap. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while DSP is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
DSP is growing revenue faster at 22.3% — 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 62/100), backed by strong 18.0% margins and 12.1% revenue growth. DSP offers better value entry with a 41.7% margin of safety. 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 →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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