Salesforce.com Inc (CRM)vsServiceNow Inc (NOW)
CRM
Salesforce.com Inc
$183.82
+0.90%
TECHNOLOGY · Cap: $151.73B
NOW
ServiceNow Inc
$91.16
+0.89%
TECHNOLOGY · Cap: $94.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 197% more annual revenue ($41.52B vs $13.96B). CRM leads profitability with a 18.0% profit margin vs 12.6%. NOW appears more attractively valued with a PEG of 0.88. CRM earns a higher WallStSmart Score of 70/100 (B).
CRM
Strong Buy70
out of 100
Grade: B
NOW
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.1%
Fair Value
$745.75
Current Price
$183.82
$561.93 discount
Margin of Safety
+85.5%
Fair Value
$633.65
Current Price
$91.16
$542.49 discount
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
Reasonable price relative to book value
Generating 5.3B in free cash flow
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 22.1% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
Grey zone — moderate risk
Trading at 8.0x book value
2.3% 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, PEG Ratio, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 0.88 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 54.4x 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 1.14 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (70/100 vs 59/100), backed by strong 18.0% margins and 12.1% revenue growth. NOW offers better value entry with a 85.5% 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 →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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