Salesforce.com Inc (CRM)vsInterDigital Inc (IDCC)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
IDCC
InterDigital Inc
$311.05
+1.76%
TECHNOLOGY · Cap: $7.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 4879% more annual revenue ($41.52B vs $834.01M). IDCC leads profitability with a 48.8% profit margin vs 18.0%. CRM appears more attractively valued with a PEG of 1.06. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
IDCC
Buy56
out of 100
Grade: C
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
-353.5%
Fair Value
$80.24
Current Price
$311.05
$230.81 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
Every $100 of equity generates 42 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 30.4%
Safe zone — low bankruptcy risk
Areas to Watch
Grey zone — moderate risk
Moderate valuation
Revenue declined 37.4%
Earnings declined 70.5%
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 : IDCC
The strongest argument for IDCC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 48.8% and operating margin at 30.4%. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : IDCC
The primary concerns for IDCC are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CRM profiles as a mature stock while IDCC is a declining play — different risk/reward profiles.
IDCC carries more volatility with a beta of 1.59 — expect wider price swings.
CRM is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (63/100 vs 56/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "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 →InterDigital Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
InterDigital, Inc. designs and develops technologies that enable and enhance wireless communications in the United States and internationally. The company is headquartered in Wilmington, Delaware.
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