Salesforce.com Inc (CRM)vsNice Ltd ADR (NICE)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
NICE
Nice Ltd ADR
$109.51
-0.43%
TECHNOLOGY · Cap: $6.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1310% more annual revenue ($41.52B vs $2.95B). NICE leads profitability with a 20.8% profit margin vs 18.0%. NICE appears more attractively valued with a PEG of 0.99. NICE earns a higher WallStSmart Score of 78/100 (B+).
CRM
Buy63
out of 100
Grade: C+
NICE
Strong Buy78
out of 100
Grade: B+
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
+75.5%
Fair Value
$452.56
Current Price
$109.51
$343.05 discount
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
Attractively priced relative to earnings
Earnings expanding 56.7% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Grey zone — moderate risk
No major concerns identified
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 : NICE
The strongest argument for NICE centers on P/E Ratio, EPS Growth, Debt/Equity. Profitability is solid with margins at 20.8% and operating margin at 22.4%. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : NICE
No major red flags identified for NICE, but monitor valuation.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
CRM is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NICE scores higher overall (78/100 vs 63/100), backed by strong 20.8% margins. CRM offers better value entry with a 34.2% margin of safety. 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 →Nice Ltd ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
NICE Ltd. provides business software solutions globally. The company is headquartered in Ra'anana, Israel.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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