Salesforce.com Inc (CRM)vsIntuit Inc (INTU)
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
INTU
Intuit Inc
$321.57
+2.81%
TECHNOLOGY · Cap: $85.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 105% more annual revenue ($43.94B vs $21.45B). CRM leads profitability with a 22.0% profit margin vs 21.3%. 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
INTU
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.7%
Fair Value
$721.77
Current Price
$247.72
$474.05 discount
Margin of Safety
+16.6%
Fair Value
$385.57
Current Price
$321.57
$64.00 discount
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%
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Generating 1.3B in free cash flow
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Earnings declined 1.4%
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 : INTU
The strongest argument for INTU centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 21.3% and operating margin at 17.6%. Revenue growth of 13.7% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : INTU
The primary concerns for INTU are EPS Growth.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.20 — expect wider price swings.
INTU is growing revenue faster at 13.7% — sustainability is the question.
INTU generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRM scores higher overall (74/100 vs 65/100), backed by strong 22.0% margins and 10.8% revenue growth. INTU offers better value entry with a 16.6% 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 →Intuit Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.
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