Salesforce.com Inc (CRM)vsRed Violet Inc (RDVT)
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
RDVT
Red Violet Inc
$75.02
+2.70%
TECHNOLOGY · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 44272% more annual revenue ($43.94B vs $99.02M). CRM leads profitability with a 22.0% profit margin vs 16.5%. CRM trades at a lower P/E of 22.7x. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
RDVT
Buy56
out of 100
Grade: C
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
-18.4%
Fair Value
$34.73
Current Price
$75.02
$40.29 premium
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%
Earnings expanding 88.9% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 23.0%
Revenue surging 22.7% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Trading at 10.1x book value
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 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 : RDVT
The strongest argument for RDVT centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 16.5% and operating margin at 23.0%. Revenue growth of 22.7% 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 Price/Book, Market Cap, P/E Ratio. A P/E of 62.6x 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 1.80 — expect wider price swings.
RDVT is growing revenue faster at 22.7% — 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 56/100), 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 →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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