Salesforce.com Inc (CRM)vsRoper Technologies Inc (ROP)
CRM
Salesforce.com Inc
$185.66
-0.81%
TECHNOLOGY · Cap: $164.49B
ROP
Roper Technologies Inc
$332.18
+0.11%
TECHNOLOGY · Cap: $33.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 428% more annual revenue ($42.83B vs $8.12B). ROP leads profitability with a 21.1% profit margin vs 18.7%. CRM appears more attractively valued with a PEG of 1.02. ROP earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
ROP
Strong Buy74
out of 100
Grade: B
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
-10.6%
Fair Value
$301.78
Current Price
$332.18
$30.40 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
Earnings expanding 59.2% YoY
Keeps 21 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.2%
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Grey zone — moderate risk
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 : ROP
The strongest argument for ROP centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 21.1% and operating margin at 27.2%. Revenue growth of 11.3% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : ROP
The primary concerns for ROP are Altman Z-Score.
Key Dynamics to Monitor
CRM carries more volatility with a beta of 1.14 — expect wider price swings.
CRM is growing revenue faster at 13.3% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ROP scores higher overall (74/100 vs 71/100), backed by strong 21.1% margins and 11.3% revenue growth. CRM offers better value entry with a 74.7% margin of safety. Both earn "Strong 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 →Roper Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Roper Technologies, Inc. (formerly Roper Industries, Inc.) is an American diversified industrial company that produces engineered products for global niche markets. The company is headquartered in Sarasota, Florida.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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