Salesforce.com Inc (CRM)vsElastic NV (ESTC)
CRM
Salesforce.com Inc
$192.74
+3.20%
TECHNOLOGY · Cap: $152.29B
ESTC
Elastic NV
$75.11
+7.38%
TECHNOLOGY · Cap: $6.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 2362% more annual revenue ($42.83B vs $1.74B). ESTC leads profitability with a 21.1% profit margin vs 18.7%. CRM appears more attractively valued with a PEG of 0.76. CRM earns a higher WallStSmart Score of 76/100 (B+).
CRM
Strong Buy76
out of 100
Grade: B+
ESTC
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.9%
Fair Value
$713.24
Current Price
$192.74
$520.50 discount
Margin of Safety
+63.4%
Fair Value
$169.15
Current Price
$75.11
$94.04 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
Keeps 21 of every $100 in revenue as profit
16.0% revenue growth
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
ROE of -10.7% — below average capital efficiency
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 : ESTC
The strongest argument for ESTC centers on Profit Margin, Revenue Growth. Profitability is solid with margins at 21.1% and operating margin at -3.5%. Revenue growth of 16.0% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : ESTC
The primary concerns for ESTC are EPS Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CRM profiles as a mature stock while ESTC is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.15 — expect wider price swings.
ESTC is growing revenue faster at 16.0% — 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 53/100), backed by strong 18.7% margins and 13.3% revenue growth. ESTC offers better value entry with a 63.4% 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 →Elastic NV
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Elastic NV, a search company, offers technology that enables users to search through structured and unstructured data for a variety of consumer and business applications. The company is headquartered in Mountain View, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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