Salesforce.com Inc (CRM)vsPDF Solutions Inc (PDFS)
CRM
Salesforce.com Inc
$150.12
-1.09%
TECHNOLOGY · Cap: $134.77B
PDFS
PDF Solutions Inc
$56.39
-0.63%
TECHNOLOGY · Cap: $2.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 18411% more annual revenue ($42.83B vs $231.38M). CRM leads profitability with a 18.7% profit margin vs 3.1%. CRM appears more attractively valued with a PEG of 0.79. CRM earns a higher WallStSmart Score of 76/100 (B+).
CRM
Strong Buy76
out of 100
Grade: B+
PDFS
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.9%
Fair Value
$720.27
Current Price
$150.12
$570.15 discount
Intrinsic value data unavailable for PDFS.
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
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Conservative balance sheet, low leverage
Revenue surging 25.9% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Trading at 8.0x book value
Distress zone — elevated risk
ROE of 2.6% — below average capital efficiency
3.1% 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 : PDFS
The strongest argument for PDFS centers on Debt/Equity, Revenue Growth. Revenue growth of 25.9% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : PDFS
The primary concerns for PDFS are Price/Book, Altman Z-Score, Return on Equity. A P/E of 356.3x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while PDFS is a growth play — different risk/reward profiles.
PDFS carries more volatility with a beta of 1.71 — expect wider price swings.
PDFS is growing revenue faster at 25.9% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (76/100 vs 35/100), backed by strong 18.7% margins and 13.3% revenue growth. Both earn "Strong 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 →PDF Solutions Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PDF Solutions, Inc. provides proprietary software and physical intellectual property products for integrated circuit designs, electrical measurement equipment, proven methodologies, and professional services in the United States, China, Taiwan, and internationally. The company is headquartered in Santa Clara, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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