Salesforce.com Inc (CRM)vsON24 Inc (ONTF)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
ONTF
ON24 Inc
$8.10
-0.06%
TECHNOLOGY · Cap: $345.51M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 29707% more annual revenue ($41.52B vs $139.31M). CRM leads profitability with a 18.0% profit margin vs -20.7%. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
ONTF
Avoid28
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Intrinsic value data unavailable for ONTF.
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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -19.3% — below average capital efficiency
Revenue declined 5.6%
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 : ONTF
The strongest argument for ONTF centers on Debt/Equity, Price/Book.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : ONTF
The primary concerns for ONTF are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
CRM profiles as a mature stock while ONTF is a turnaround play — different risk/reward profiles.
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.
Bottom Line
CRM scores higher overall (63/100 vs 28/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "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 →ON24 Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ON24, Inc. provides a cloud-based digital experience platform that enables businesses to turn customer engagement into revenue through interactive webinars, virtual events, and multimedia content experiences globally. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?