Salesforce.com Inc (CRM)vsViant Technology Inc (DSP)
CRM
Salesforce.com Inc
$188.38
-4.07%
TECHNOLOGY · Cap: $139.28B
DSP
Viant Technology Inc
$11.42
-0.35%
TECHNOLOGY · Cap: $864.86M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 11728% more annual revenue ($42.83B vs $362.10M). CRM leads profitability with a 18.7% profit margin vs 2.5%. CRM appears more attractively valued with a PEG of 0.71. CRM earns a higher WallStSmart Score of 76/100 (B+).
CRM
Strong Buy76
out of 100
Grade: B+
DSP
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.6%
Fair Value
$713.24
Current Price
$188.38
$524.86 discount
Margin of Safety
+33.0%
Fair Value
$14.66
Current Price
$11.42
$3.24 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
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Earnings expanding 255.1% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 25.3% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
2.5% margin — thin
Negative free cash flow — burning cash
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 : DSP
The strongest argument for DSP centers on EPS Growth, Debt/Equity, PEG Ratio. Revenue growth of 25.3% demonstrates continued momentum. PEG of 0.90 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, Profit Margin. Thin 2.5% 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 1.18 — expect wider price swings.
DSP is growing revenue faster at 25.3% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (76/100 vs 55/100), backed by strong 18.7% margins and 13.3% revenue growth. DSP offers better value entry with a 33.0% 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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