Salesforce.com Inc (CRM)vsOoma Inc (OOMA)
CRM
Salesforce.com Inc
$185.66
-0.81%
TECHNOLOGY · Cap: $164.49B
OOMA
Ooma Inc
$16.88
-4.36%
TECHNOLOGY · Cap: $470.64M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 14683% more annual revenue ($42.83B vs $289.72M). CRM leads profitability with a 18.7% profit margin vs 3.2%. CRM appears more attractively valued with a PEG of 1.02. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
OOMA
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.7%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Margin of Safety
+28.3%
Fair Value
$15.83
Current Price
$16.88
$1.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Conservative balance sheet, low leverage
Revenue surging 24.8% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
3.2% margin — thin
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 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : OOMA
The strongest argument for OOMA centers on Debt/Equity, Revenue Growth. Revenue growth of 24.8% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : OOMA
The primary concerns for OOMA are PEG Ratio, EPS Growth, Market Cap. A P/E of 51.9x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while OOMA is a growth play — different risk/reward profiles.
OOMA carries more volatility with a beta of 1.22 — expect wider price swings.
OOMA is growing revenue faster at 24.8% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (71/100 vs 50/100), backed by strong 18.7% margins and 13.3% revenue growth. OOMA offers better value entry with a 28.3% 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 →Ooma Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, California.
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