Salesforce.com Inc (CRM)vsMicroStrategy Incorporated (MSTR)
CRM
Salesforce.com Inc
$229.17
-1.30%
TECHNOLOGY · Cap: $188.61B
MSTR
MicroStrategy Incorporated
$130.51
+0.19%
TECHNOLOGY · Cap: $55.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 8775% more annual revenue ($43.94B vs $495.08M). CRM leads profitability with a 22.0% profit margin vs 0.0%. CRM appears more attractively valued with a PEG of 0.82. CRM earns a higher WallStSmart Score of 75/100 (B+).
CRM
Strong Buy75
out of 100
Grade: B+
MSTR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.9%
Fair Value
$713.65
Current Price
$229.17
$484.48 discount
Intrinsic value data unavailable for MSTR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 118.9% YoY
Large-cap with strong market position
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%
Reasonable price relative to book value
Strong operational efficiency at 16671.0%
Earnings expanding 431.4% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
ROE of -67.1% — 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 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : MSTR
The strongest argument for MSTR centers on Price/Book, Operating Margin, EPS Growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : MSTR
The primary concerns for MSTR are Profit Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CRM profiles as a mature stock while MSTR is a value play — different risk/reward profiles.
MSTR carries more volatility with a beta of 3.57 — expect wider price swings.
CRM is growing revenue faster at 10.8% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (75/100 vs 54/100), backed by strong 22.0% margins and 10.8% revenue growth. Both earn "Strong 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 →MicroStrategy Incorporated
TECHNOLOGY · SOFTWARE - APPLICATION · USA
MicroStrategy Incorporated provides global business analysis software and services. The company is headquartered in Tysons Corner, Virginia.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?