Salesforce.com Inc (CRM)vsSmartRent Inc (SMRT)
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
SMRT
SmartRent Inc
$1.16
0.00%
TECHNOLOGY · Cap: $254.84M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 28959% more annual revenue ($43.94B vs $151.20M). CRM leads profitability with a 22.0% profit margin vs -13.0%. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
SMRT
Avoid32
out of 100
Grade: F
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
+58.8%
Fair Value
$3.91
Current Price
$1.16
$2.75 discount
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%
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
4.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
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 : SMRT
The strongest argument for SMRT centers on Price/Book, Debt/Equity.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : SMRT
The primary concerns for SMRT are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
CRM profiles as a mature stock while SMRT is a turnaround play — different risk/reward profiles.
SMRT carries more volatility with a beta of 1.56 — expect wider price swings.
CRM is growing revenue faster at 10.8% — 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 32/100), backed by strong 22.0% margins and 10.8% revenue growth. SMRT offers better value entry with a 58.8% 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 →SmartRent Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SmartRent, Inc., an enterprise software company, provides an integrated operating system for smart homes to residential property owners and operators, home builders, institutional home buyers, developers and residents of the United States. The company is headquartered in Scottsdale, Arizona.
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