Salesforce.com Inc (CRM)vsNatera Inc (NTRA)
CRM
Salesforce.com Inc
$181.82
-2.43%
TECHNOLOGY · Cap: $152.44B
NTRA
Natera Inc
$194.24
-11.64%
HEALTHCARE · Cap: $30.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1701% more annual revenue ($41.52B vs $2.31B). CRM leads profitability with a 18.0% profit margin vs -9.0%. CRM earns a higher WallStSmart Score of 68/100 (B-).
CRM
Strong Buy68
out of 100
Grade: B-
NTRA
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.9%
Fair Value
$743.47
Current Price
$181.82
$561.65 discount
Intrinsic value data unavailable for NTRA.
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
Revenue surging 39.8% year-over-year
Areas to Watch
Grey zone — moderate risk
Trading at 15.8x book value
0.0% earnings growth
ROE of -14.3% — below average capital efficiency
Currently unprofitable
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 : NTRA
The strongest argument for NTRA centers on Revenue Growth. Revenue growth of 39.8% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : NTRA
The primary concerns for NTRA are Price/Book, EPS Growth, Return on Equity.
Key Dynamics to Monitor
CRM profiles as a mature stock while NTRA is a hypergrowth play — different risk/reward profiles.
NTRA carries more volatility with a beta of 1.57 — expect wider price swings.
NTRA is growing revenue faster at 39.8% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (68/100 vs 31/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Natera Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Natera, Inc., a diagnostic company, develops and markets molecular testing services globally. The company is headquartered in San Carlos, California.
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