Salesforce.com Inc (CRM)vsJamf Holding (JAMF)
CRM
Salesforce.com Inc
$181.82
-2.43%
TECHNOLOGY · Cap: $152.44B
JAMF
Jamf Holding
$13.05
0.00%
TECHNOLOGY · Cap: $1.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5913% more annual revenue ($41.52B vs $690.59M). CRM leads profitability with a 18.0% profit margin vs -0.1%. CRM earns a higher WallStSmart Score of 68/100 (B-).
CRM
Strong Buy68
out of 100
Grade: B-
JAMF
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.9%
Fair Value
$743.47
Current Price
$181.82
$561.65 discount
Margin of Safety
+61.1%
Fair Value
$33.55
Current Price
$13.05
$20.50 discount
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
0.2% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 0.0%
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 : JAMF
The strongest argument for JAMF centers on Price/Book.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : JAMF
The primary concerns for JAMF are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
CRM profiles as a mature stock while JAMF is a turnaround play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — 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 (68/100 vs 35/100), backed by strong 18.0% margins and 12.1% revenue growth. JAMF offers better value entry with a 61.1% margin of safety. 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 →Jamf Holding
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Jamf Holding Corp. The company is headquartered in Minneapolis, Minnesota.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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