Salesforce.com Inc (CRM)vsRiskified Ltd (RSKD)
CRM
Salesforce.com Inc
$218.01
-0.20%
TECHNOLOGY · Cap: $188.61B
RSKD
Riskified Ltd
$9.42
-9.16%
TECHNOLOGY · Cap: $1.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 11835% more annual revenue ($43.94B vs $368.15M). CRM leads profitability with a 22.0% profit margin vs -4.2%. CRM earns a higher WallStSmart Score of 75/100 (B+).
CRM
Strong Buy75
out of 100
Grade: B+
RSKD
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.0%
Fair Value
$711.63
Current Price
$218.01
$493.62 discount
Margin of Safety
+55.9%
Fair Value
$9.96
Current Price
$9.42
$0.54 discount
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%
Conservative balance sheet, low leverage
Revenue surging 21.8% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -7.5% — below average capital efficiency
Distress zone — elevated 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 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : RSKD
The strongest argument for RSKD centers on Debt/Equity, Revenue Growth. Revenue growth of 21.8% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : RSKD
The primary concerns for RSKD are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
CRM profiles as a mature stock while RSKD is a growth play — different risk/reward profiles.
RSKD carries more volatility with a beta of 1.26 — expect wider price swings.
RSKD is growing revenue faster at 21.8% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (75/100 vs 30/100), backed by strong 22.0% margins and 10.8% revenue growth. RSKD offers better value entry with a 55.9% margin of safety. Both earn "Strong Buy" and "Avoid" 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 →Riskified Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Riskified Ltd. is a leading player in the fraud prevention industry, specializing in advanced machine learning and data analytics solutions designed for eCommerce merchants. By improving transaction approval rates and reducing fraud-related losses, the company helps safeguard merchant revenues while enhancing customer experiences. With a strong foothold in the rapidly evolving digital payments sector, Riskified is well-positioned for sustained growth and innovation, continually leveraging its technological expertise to strengthen its competitive advantage in the dynamic eCommerce landscape.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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