Salesforce.com Inc (CRM)vsLYFT Inc (LYFT)
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
LYFT
LYFT Inc
$15.32
+2.00%
TECHNOLOGY · Cap: $6.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 549% more annual revenue ($43.94B vs $6.77B). LYFT leads profitability with a 42.3% profit margin vs 22.0%. LYFT appears more attractively valued with a PEG of 0.29. LYFT earns a higher WallStSmart Score of 80/100 (B+).
CRM
Strong Buy74
out of 100
Grade: B
LYFT
Strong Buy80
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
+54.8%
Fair Value
$29.41
Current Price
$15.32
$14.09 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%
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 94 in profit
Keeps 42 of every $100 in revenue as profit
Reasonable price relative to book value
16.1% revenue growth
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Operating margin of 2.6%
Weak financial health signals
Distress zone — elevated risk
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 : LYFT
The strongest argument for LYFT centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 42.3% and operating margin at 2.6%. Revenue growth of 16.1% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : LYFT
The primary concerns for LYFT are Operating Margin, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while LYFT is a growth play — different risk/reward profiles.
LYFT carries more volatility with a beta of 1.84 — expect wider price swings.
LYFT is growing revenue faster at 16.1% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
LYFT scores higher overall (80/100 vs 74/100), backed by strong 42.3% margins and 16.1% revenue growth. CRM offers better value entry with a 65.7% 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 →LYFT Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Lyft, Inc. operates a peer-to-peer marketplace for on-demand ridesharing in the United States and Canada. The company is headquartered in San Francisco, California.
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