Salesforce.com Inc (CRM)vsServiceNow Inc (NOW)
CRM
Salesforce.com Inc
$195.38
+0.20%
TECHNOLOGY · Cap: $185.84B
NOW
ServiceNow Inc
$110.38
-2.55%
TECHNOLOGY · Cap: $121.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 213% more annual revenue ($41.52B vs $13.28B). CRM leads profitability with a 18.0% profit margin vs 13.2%. CRM appears more attractively valued with a PEG of 0.91. CRM earns a higher WallStSmart Score of 65/100 (B-).
CRM
Strong Buy65
out of 100
Grade: B-
NOW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.4%
Fair Value
$276.08
Current Price
$195.38
$80.70 discount
Margin of Safety
-454.2%
Fair Value
$20.44
Current Price
$110.38
$89.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Generating 5.3B in free cash flow
Large-cap with strong market position
Revenue surging 20.7% year-over-year
Generating 2.0B in free cash flow
Areas to Watch
Moderate valuation
Grey zone — moderate risk
Trading at 8.9x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, PEG Ratio. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, Revenue Growth, Free Cash Flow. Revenue growth of 20.7% demonstrates continued momentum. PEG of 1.10 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are P/E Ratio, Altman Z-Score.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 68.8x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while NOW is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
NOW is growing revenue faster at 20.7% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (65/100 vs 56/100), backed by strong 18.0% margins and 12.1% 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 →ServiceNow Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
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