Salesforce.com Inc (CRM)vsPaylocity Holdng (PCTY)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
PCTY
Paylocity Holdng
$109.60
+1.19%
TECHNOLOGY · Cap: $5.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 2372% more annual revenue ($41.52B vs $1.68B). CRM leads profitability with a 18.0% profit margin vs 14.2%. CRM appears more attractively valued with a PEG of 1.06. PCTY earns a higher WallStSmart Score of 66/100 (B-).
CRM
Buy63
out of 100
Grade: C+
PCTY
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Margin of Safety
+42.5%
Fair Value
$187.20
Current Price
$109.60
$77.60 discount
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
Earnings expanding 133.3% YoY
Every $100 of equity generates 21 in profit
Revenue surging 28.2% year-over-year
Areas to Watch
Grey zone — moderate risk
Moderate valuation
Distress zone — elevated risk
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 : PCTY
The strongest argument for PCTY centers on EPS Growth, Return on Equity, Revenue Growth. Revenue growth of 28.2% demonstrates continued momentum. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : PCTY
The primary concerns for PCTY are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while PCTY is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
PCTY is growing revenue faster at 28.2% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
PCTY scores higher overall (66/100 vs 63/100) and 28.2% revenue growth. CRM offers better value entry with a 34.2% 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 →Paylocity Holdng
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Paylocity Holding Corporation provides cloud-based payroll and human capital management software solutions for midsize organizations in the United States. The company is headquartered in Schaumburg, Illinois.
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