Salesforce.com Inc (CRM)vsImmersion Corporation (IMMR)
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
IMMR
Immersion Corporation
$7.40
+0.54%
TECHNOLOGY · Cap: $250.27M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 2439% more annual revenue ($43.94B vs $1.73B). CRM leads profitability with a 22.0% profit margin vs 0.3%. CRM appears more attractively valued with a PEG of 0.90. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
IMMR
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.7%
Fair Value
$721.77
Current Price
$247.72
$474.05 discount
Intrinsic value data unavailable for IMMR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 118.9% YoY
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
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Smaller company, higher risk/reward
0.3% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, EPS Growth, 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 : IMMR
The strongest argument for IMMR centers on Price/Book.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : IMMR
The primary concerns for IMMR are PEG Ratio, Market Cap, Profit Margin. A P/E of 53.9x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while IMMR is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — 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 (74/100 vs 40/100), backed by strong 22.0% margins and 10.8% revenue growth. Both earn "Strong Buy" and "Hold" 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 →Immersion Corporation
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Immersion Corporation creates, designs, develops, and licenses haptic technologies that enable people to use their sense of touch to interact and experience various digital products in North America, Europe, and Asia. The company is headquartered in San Francisco, California.
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