Salesforce.com Inc (CRM)vsRed Violet Inc (RDVT)
CRM
Salesforce.com Inc
$185.66
-0.76%
TECHNOLOGY · Cap: $164.49B
RDVT
Red Violet Inc
$53.36
-6.04%
TECHNOLOGY · Cap: $747.21M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 45425% more annual revenue ($42.83B vs $94.08M). CRM leads profitability with a 18.7% profit margin vs 15.0%. CRM trades at a lower P/E of 23.3x. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
RDVT
Buy54
out of 100
Grade: C-
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
-11.2%
Fair Value
$37.00
Current Price
$53.36
$16.36 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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 22.1%
17.4% revenue growth
Earnings expanding 25.0% YoY
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
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 : RDVT
The strongest argument for RDVT centers on Debt/Equity, Altman Z-Score, Operating Margin. Revenue growth of 17.4% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : RDVT
The primary concerns for RDVT are Market Cap, P/E Ratio. A P/E of 54.6x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while RDVT is a growth play — different risk/reward profiles.
RDVT carries more volatility with a beta of 1.85 — expect wider price swings.
RDVT is growing revenue faster at 17.4% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (71/100 vs 54/100), backed by strong 18.7% margins and 13.3% 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 →Red Violet Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Red Violet, Inc., a software and services company, specializes in proprietary technologies and applies analytical capabilities to deliver identity intelligence in the United States. The company is headquartered in Boca Raton, Florida.
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