Salesforce.com Inc (CRM)vsPagerduty Inc (PD)
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
PD
Pagerduty Inc
$14.09
+2.47%
TECHNOLOGY · Cap: $1.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 8781% more annual revenue ($43.94B vs $494.73M). PD leads profitability with a 37.5% profit margin vs 22.0%. PD trades at a lower P/E of 6.7x. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
PD
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.7%
Fair Value
$721.77
Current Price
$247.72
$474.05 discount
Margin of Safety
+81.2%
Fair Value
$37.79
Current Price
$14.09
$23.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 118.9% YoY
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
Every $100 of equity generates 86 in profit
Keeps 38 of every $100 in revenue as profit
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.8% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
Earnings declined 40.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, EPS Growth, 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 : PD
The strongest argument for PD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 37.5% and operating margin at 8.2%.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : PD
The primary concerns for PD are Revenue Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRM profiles as a mature stock while PD is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — 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
CRM scores higher overall (74/100 vs 48/100), backed by strong 22.0% margins and 10.8% revenue growth. PD offers better value entry with a 81.2% margin of safety. Both earn "Strong Buy" and "Hold" 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 →Pagerduty Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PagerDuty, Inc. operates a digital operations management platform in the United States and internationally. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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