Salesforce.com Inc (CRM)vsIbotta, Inc. (IBTA)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
IBTA
Ibotta, Inc.
$29.15
+3.33%
TECHNOLOGY · Cap: $667.68M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 12028% more annual revenue ($41.52B vs $342.39M). CRM leads profitability with a 18.0% profit margin vs 1.0%. CRM trades at a lower P/E of 23.5x. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
IBTA
Avoid30
out of 100
Grade: F
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
-2456.1%
Fair Value
$0.82
Current Price
$29.15
$28.33 premium
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
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.0% — below average capital efficiency
1.0% margin — thin
Premium valuation, high expectations priced in
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 : IBTA
The strongest argument for IBTA centers on Price/Book.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : IBTA
The primary concerns for IBTA are Market Cap, Return on Equity, Profit Margin. A P/E of 228.5x leaves little room for execution misses. Thin 1.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while IBTA is a value play — different risk/reward profiles.
CRM is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRM scores higher overall (63/100 vs 30/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "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 →Ibotta, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ibotta, Inc. is a technology company that offers Ibotta Performance Network (IPN) that allows consumer packaged goods brands to deliver digital promotions to consumers. The company is headquartered in Denver, Colorado.
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