Salesforce.com Inc (CRM)vsJfrog Ltd (FROG)
CRM
Salesforce.com Inc
$150.12
-0.43%
TECHNOLOGY · Cap: $134.77B
FROG
Jfrog Ltd
$79.89
-2.60%
TECHNOLOGY · Cap: $9.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 7502% more annual revenue ($42.83B vs $563.41M). CRM leads profitability with a 18.7% profit margin vs -10.9%. CRM earns a higher WallStSmart Score of 76/100 (B+).
CRM
Strong Buy76
out of 100
Grade: B+
FROG
Avoid28
out of 100
Grade: F
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
-47.7%
Fair Value
$54.09
Current Price
$79.89
$25.80 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
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Trading at 10.5x book value
0.0% earnings growth
ROE of -6.7% — below average capital efficiency
Distress zone — elevated risk
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 : FROG
The strongest argument for FROG centers on Debt/Equity, Revenue Growth. Revenue growth of 25.8% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : FROG
The primary concerns for FROG are Price/Book, EPS Growth, Return on Equity.
Key Dynamics to Monitor
CRM profiles as a mature stock while FROG is a growth play — different risk/reward profiles.
FROG carries more volatility with a beta of 1.23 — expect wider price swings.
FROG is growing revenue faster at 25.8% — 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 28/100), backed by strong 18.7% margins and 13.3% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Jfrog Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
JFrog Ltd. provides a DevOps platform for a continuous software release management platform that enables organizations to deliver software updates to any system in the United States. The company is headquartered in Sunnyvale, California.
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