Salesforce.com Inc (CRM)vsServiceNow Inc (NOW)
CRM
Salesforce.com Inc
$229.17
-0.75%
TECHNOLOGY · Cap: $198.10B
NOW
ServiceNow Inc
$105.12
-4.15%
TECHNOLOGY · Cap: $146.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 198% more annual revenue ($43.94B vs $14.73B). CRM leads profitability with a 22.0% profit margin vs 11.3%. CRM appears more attractively valued with a PEG of 0.78. CRM earns a higher WallStSmart Score of 73/100 (B).
CRM
Strong Buy73
out of 100
Grade: B
NOW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.3%
Fair Value
$713.65
Current Price
$229.17
$484.48 discount
Margin of Safety
+74.4%
Fair Value
$617.23
Current Price
$105.12
$512.11 discount
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%
Large-cap with strong market position
Revenue surging 24.0% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Trading at 8.7x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
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 : NOW
The strongest argument for NOW centers on Market Cap, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 88.7x 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 1.26 — expect wider price swings.
NOW is growing revenue faster at 24.0% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (73/100 vs 47/100), backed by strong 22.0% margins and 10.8% revenue growth. NOW offers better value entry with a 74.4% margin of safety. Both earn "Strong Buy" and "Hold" 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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