Salesforce.com Inc (CRM)vsPTC Inc (PTC)
CRM
Salesforce.com Inc
$240.89
+0.51%
TECHNOLOGY · Cap: $198.10B
PTC
PTC Inc
$194.97
+0.18%
TECHNOLOGY · Cap: $20.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1387% more annual revenue ($43.94B vs $2.95B). PTC leads profitability with a 41.4% profit margin vs 22.0%. CRM appears more attractively valued with a PEG of 0.78. CRM earns a higher WallStSmart Score of 73/100 (B).
CRM
Strong Buy73
out of 100
Grade: B
PTC
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.3%
Fair Value
$713.65
Current Price
$240.89
$472.76 discount
Margin of Safety
-59.3%
Fair Value
$97.70
Current Price
$194.97
$97.27 premium
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%
Every $100 of equity generates 35 in profit
Keeps 41 of every $100 in revenue as profit
Strong operational efficiency at 28.2%
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Revenue declined 6.8%
Earnings declined 12.0%
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 : PTC
The strongest argument for PTC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 41.4% and operating margin at 28.2%. PEG of 1.31 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 : PTC
The primary concerns for PTC are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CRM profiles as a mature stock while PTC is a declining 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
CRM scores higher overall (73/100 vs 60/100), backed by strong 22.0% margins and 10.8% revenue growth. 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 →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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