Salesforce.com Inc (CRM)vsKingsoft Cloud Holdings Ltd (KC)
CRM
Salesforce.com Inc
$185.66
-0.34%
TECHNOLOGY · Cap: $164.49B
KC
Kingsoft Cloud Holdings Ltd
$11.69
-6.70%
TECHNOLOGY · Cap: $3.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 316% more annual revenue ($42.83B vs $10.29B). CRM leads profitability with a 18.7% profit margin vs -9.4%. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
KC
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.7%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Margin of Safety
+41.2%
Fair Value
$24.55
Current Price
$11.69
$12.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Revenue surging 37.2% year-over-year
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.0% earnings growth
Weak financial health signals
ROE of -8.4% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : KC
The strongest argument for KC centers on Revenue Growth, Price/Book. Revenue growth of 37.2% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : KC
The primary concerns for KC are EPS Growth, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
CRM profiles as a mature stock while KC is a hypergrowth play — different risk/reward profiles.
KC carries more volatility with a beta of 1.95 — expect wider price swings.
KC is growing revenue faster at 37.2% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (71/100 vs 39/100), backed by strong 18.7% margins and 13.3% revenue growth. KC offers better value entry with a 41.2% 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 →Kingsoft Cloud Holdings Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · China
Kingsoft Cloud Holdings Limited provides cloud services to companies and organizations in China. The company is headquartered in Beijing, the People's Republic of China.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?