Salesforce.com Inc (CRM)vsManhattan Associates Inc (MANH)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
MANH
Manhattan Associates Inc
$130.53
-1.63%
TECHNOLOGY · Cap: $8.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3740% more annual revenue ($41.52B vs $1.08B). MANH leads profitability with a 20.3% profit margin vs 18.0%. CRM appears more attractively valued with a PEG of 1.06. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
MANH
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Margin of Safety
-482.9%
Fair Value
$24.48
Current Price
$130.53
$106.05 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
Every $100 of equity generates 72 in profit
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
16.6% revenue growth
Areas to Watch
Grey zone — moderate risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% earnings growth
Trading at 24.8x book value
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 : MANH
The strongest argument for MANH centers on Return on Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.3% and operating margin at 15.8%. Revenue growth of 16.6% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : MANH
The primary concerns for MANH are PEG Ratio, P/E Ratio, EPS Growth.
Key Dynamics to Monitor
CRM profiles as a mature stock while MANH is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
MANH is growing revenue faster at 16.6% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (63/100 vs 60/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "Buy" and "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 →Manhattan Associates Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Manhattan Associates, Inc. develops, sells, implements, services, and maintains software solutions to manage supply chains, inventory, and omnichannel operations for retailers, wholesalers, manufacturers, logistics providers, and other organizations. The company is headquartered in Atlanta, Georgia.
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