Salesforce.com Inc (CRM)vsPTC Inc (PTC)
CRM
Salesforce.com Inc
$185.66
-0.76%
TECHNOLOGY · Cap: $164.49B
PTC
PTC Inc
$137.00
-1.29%
TECHNOLOGY · Cap: $13.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1329% more annual revenue ($42.83B vs $3.00B). PTC leads profitability with a 41.6% profit margin vs 18.7%. PTC appears more attractively valued with a PEG of 0.93. PTC earns a higher WallStSmart Score of 82/100 (A-).
CRM
Strong Buy71
out of 100
Grade: B
PTC
Exceptional Buy82
out of 100
Grade: A-
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
-68.9%
Fair Value
$92.13
Current Price
$137.00
$44.87 premium
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
Attractively priced relative to earnings
Every $100 of equity generates 32 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 41.6%
Earnings expanding 268.9% YoY
Growing faster than its price suggests
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
No major concerns identified
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 : PTC
The strongest argument for PTC centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 41.6% and operating margin at 41.6%. Revenue growth of 21.7% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : PTC
No major red flags identified for PTC, but monitor valuation.
Key Dynamics to Monitor
CRM profiles as a mature stock while PTC is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — expect wider price swings.
PTC is growing revenue faster at 21.7% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
PTC scores higher overall (82/100 vs 71/100), backed by strong 41.6% margins and 21.7% revenue growth. CRM offers better value entry with a 74.7% margin of safety. Both earn "Exceptional 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 →PTC Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PTC Inc. is an American computer software and services company founded in 1985 and headquartered in Boston, Massachusetts.
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