Salesforce.com Inc (CRM)vsKenon Holdings (KEN)
CRM
Salesforce.com Inc
$181.82
-2.43%
TECHNOLOGY · Cap: $152.44B
KEN
Kenon Holdings
$88.89
+2.95%
UTILITIES · Cap: $4.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 4662% more annual revenue ($41.52B vs $871.93M). CRM leads profitability with a 18.0% profit margin vs 7.6%. CRM trades at a lower P/E of 23.9x. CRM earns a higher WallStSmart Score of 68/100 (B-).
CRM
Strong Buy68
out of 100
Grade: B-
KEN
Hold40
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
-39.5%
Fair Value
$54.68
Current Price
$88.89
$34.21 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
Revenue surging 43.1% year-over-year
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
ROE of 5.1% — below average capital efficiency
7.6% margin — thin
Premium valuation, high expectations priced in
Earnings declined 93.7%
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 : KEN
The strongest argument for KEN centers on Revenue Growth, Price/Book. Revenue growth of 43.1% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : KEN
The primary concerns for KEN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 68.0x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while KEN is a hypergrowth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — expect wider price swings.
KEN is growing revenue faster at 43.1% — 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 40/100), backed by strong 18.0% margins and 12.1% 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 →Kenon Holdings
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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