Salesforce.com Inc (CRM)vsIntercontinental Exchange Inc (ICE)
CRM
Salesforce.com Inc
$181.82
-2.43%
TECHNOLOGY · Cap: $152.44B
ICE
Intercontinental Exchange Inc
$155.82
-0.19%
FINANCIAL SERVICES · Cap: $88.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 298% more annual revenue ($41.52B vs $10.44B). ICE leads profitability with a 37.7% profit margin vs 18.0%. CRM appears more attractively valued with a PEG of 1.01. ICE earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy68
out of 100
Grade: B-
ICE
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.9%
Fair Value
$743.47
Current Price
$181.82
$561.65 discount
Intrinsic value data unavailable for ICE.
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
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 57.3%
Earnings expanding 79.7% YoY
Large-cap with strong market position
Revenue surging 20.4% year-over-year
Generating 1.1B in free cash flow
Areas to Watch
Grey zone — moderate risk
Expensive relative to growth rate
Distress zone — elevated risk
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 : ICE
The strongest argument for ICE centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.7% and operating margin at 57.3%. Revenue growth of 20.4% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : ICE
The primary concerns for ICE are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while ICE is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — expect wider price swings.
ICE is growing revenue faster at 20.4% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
ICE scores higher overall (71/100 vs 68/100), backed by strong 37.7% margins and 20.4% revenue growth. CRM offers better value entry with a 74.9% margin of safety. Both earn "Strong Buy" and "Strong 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 →Intercontinental Exchange Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
The Intercontinental Exchange (ICE) is an American Fortune 500 company formed in 2000 that operates global exchanges, clearing houses and provides mortgage technology, data and listing services. The company owns exchanges for financial and commodity markets, and operates regulated exchanges and marketplaces.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?