Salesforce.com Inc (CRM)vsShopify Inc (SHOP)
CRM
Salesforce.com Inc
$195.38
+0.20%
TECHNOLOGY · Cap: $185.84B
SHOP
Shopify Inc
$116.78
-4.57%
TECHNOLOGY · Cap: $165.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 259% more annual revenue ($41.52B vs $11.56B). CRM leads profitability with a 18.0% profit margin vs 10.6%. CRM appears more attractively valued with a PEG of 0.91. CRM earns a higher WallStSmart Score of 65/100 (B-).
CRM
Strong Buy65
out of 100
Grade: B-
SHOP
Hold48
out of 100
Grade: D+
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
-1729.9%
Fair Value
$6.39
Current Price
$116.78
$110.39 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
Revenue surging 30.6% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 20.3%
Areas to Watch
Moderate valuation
Grey zone — moderate risk
Trading at 11.3x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : SHOP
The strongest argument for SHOP centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 30.6% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are P/E Ratio, Altman Z-Score.
Bear Case : SHOP
The primary concerns for SHOP are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 134.7x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while SHOP is a growth play — different risk/reward profiles.
SHOP carries more volatility with a beta of 2.90 — expect wider price swings.
SHOP is growing revenue faster at 30.6% — 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 48/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "Strong Buy" and "Hold" 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 →Shopify Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Shopify Inc., a commerce company, offers a commerce and service platform in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company is headquartered in Ottawa, Canada.
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