Salesforce.com Inc (CRM)vsKlaviyo, Inc. (KVYO)
CRM
Salesforce.com Inc
$185.66
-0.76%
TECHNOLOGY · Cap: $164.49B
KVYO
Klaviyo, Inc.
$15.58
-1.27%
TECHNOLOGY · Cap: $4.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3164% more annual revenue ($42.83B vs $1.31B). CRM leads profitability with a 18.7% profit margin vs -0.7%. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
KVYO
Hold36
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
Intrinsic value data unavailable for KVYO.
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
Conservative balance sheet, low leverage
Revenue surging 27.9% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.0% earnings growth
Operating margin of 0.5%
Weak financial health signals
ROE of -0.8% — below average capital efficiency
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 : KVYO
The strongest argument for KVYO centers on Debt/Equity, Revenue Growth. Revenue growth of 27.9% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : KVYO
The primary concerns for KVYO are EPS Growth, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while KVYO is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — expect wider price swings.
KVYO is growing revenue faster at 27.9% — 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 36/100), backed by strong 18.7% margins and 13.3% 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 →Klaviyo, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Klaviyo, Inc., a technology company that provides a software-as-a-service platform to enable its customers to send the right messages at the right time across email, short message service (SMS), and push notifications. The company is headquartered in Boston, Massachusetts.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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