Salesforce.com Inc (CRM)vsSAP SE ADR (SAP)
CRM
Salesforce.com Inc
$195.38
+0.20%
TECHNOLOGY · Cap: $185.84B
SAP
SAP SE ADR
$175.86
-4.95%
TECHNOLOGY · Cap: $225.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 13% more annual revenue ($41.52B vs $36.80B). SAP leads profitability with a 19.5% profit margin vs 18.0%. SAP appears more attractively valued with a PEG of 0.83. CRM earns a higher WallStSmart Score of 65/100 (B-).
CRM
Strong Buy65
out of 100
Grade: B-
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.4%
Fair Value
$276.08
Current Price
$195.38
$80.70 discount
Margin of Safety
-89.9%
Fair Value
$103.45
Current Price
$175.86
$72.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Generating 5.3B in free cash flow
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 29.2%
Generating 1.1B in free cash flow
Areas to Watch
Moderate valuation
Grey zone — moderate risk
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, PEG Ratio. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 19.5% and operating margin at 29.2%. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are P/E Ratio, Altman Z-Score.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
CRM profiles as a mature stock while SAP is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
CRM is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (65/100 vs 58/100), backed by strong 18.0% margins and 12.1% 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 →SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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