Salesforce.com Inc (CRM)vsZoomInfo Technologies Inc. (GTM)
CRM
Salesforce.com Inc
$240.89
+0.51%
TECHNOLOGY · Cap: $198.10B
GTM
ZoomInfo Technologies Inc.
$4.43
+1.84%
TECHNOLOGY · Cap: $1.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3394% more annual revenue ($43.94B vs $1.26B). CRM leads profitability with a 22.0% profit margin vs -43.0%. CRM earns a higher WallStSmart Score of 73/100 (B).
CRM
Strong Buy73
out of 100
Grade: B
GTM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.3%
Fair Value
$713.65
Current Price
$240.89
$472.76 discount
Margin of Safety
+77.7%
Fair Value
$29.47
Current Price
$4.43
$25.04 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%
Reasonable price relative to book value
Strong operational efficiency at 20.5%
Earnings expanding 23.2% YoY
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
1.2% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
ROE of -65.3% — 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 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : GTM
The strongest argument for GTM centers on Price/Book, Operating Margin, EPS Growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : GTM
The primary concerns for GTM are Revenue Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.83 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRM profiles as a mature stock while GTM is a turnaround play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.26 — expect wider price swings.
CRM is growing revenue faster at 10.8% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (73/100 vs 52/100), backed by strong 22.0% margins and 10.8% revenue growth. GTM offers better value entry with a 77.7% 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 →ZoomInfo Technologies Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ZoomInfo Technologies Inc., provides go-to-market intelligence and engagement platform for sales, marketing, operations, and recruiting professionals in the United States and internationally. The company is headquartered in Vancouver, Washington.
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