Salesforce.com Inc (CRM)vsOpen Text Corp (OTEX)
CRM
Salesforce.com Inc
$242.11
-4.61%
TECHNOLOGY · Cap: $198.10B
OTEX
Open Text Corp
$27.13
-0.33%
TECHNOLOGY · Cap: $6.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 737% more annual revenue ($43.94B vs $5.25B). CRM leads profitability with a 22.0% profit margin vs 12.3%. CRM appears more attractively valued with a PEG of 0.78. OTEX earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy73
out of 100
Grade: B
OTEX
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.3%
Fair Value
$713.65
Current Price
$242.11
$471.54 discount
Margin of Safety
+81.1%
Fair Value
$128.28
Current Price
$27.13
$101.15 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%
Attractively priced relative to earnings
Earnings expanding 476.1% YoY
Reasonable price relative to book value
Strong operational efficiency at 24.1%
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
2.9% revenue growth
Elevated debt levels
Distress zone — elevated risk
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 : OTEX
The strongest argument for OTEX centers on P/E Ratio, EPS Growth, Price/Book. PEG of 1.02 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 : OTEX
The primary concerns for OTEX are Revenue Growth, Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while OTEX is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.26 — expect wider price swings.
CRM is growing revenue faster at 10.8% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
OTEX scores higher overall (74/100 vs 73/100). CRM offers better value entry with a 65.3% margin of safety. Both earn "Strong Buy" and "Strong 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 →Open Text Corp
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Open Text Corporation offers a suite of software products and services. The company is headquartered in Waterloo, Canada.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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