Salesforce.com Inc (CRM)vsSimilarWeb Ltd (SMWB)
CRM
Salesforce.com Inc
$242.11
-4.63%
TECHNOLOGY · Cap: $198.10B
SMWB
SimilarWeb Ltd
$8.98
-1.32%
TECHNOLOGY · Cap: $788.06M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 14763% more annual revenue ($43.94B vs $295.61M). CRM leads profitability with a 22.0% profit margin vs -7.4%. CRM earns a higher WallStSmart Score of 73/100 (B).
CRM
Strong Buy73
out of 100
Grade: B
SMWB
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.3%
Fair Value
$713.65
Current Price
$242.11
$471.54 discount
Margin of Safety
+59.0%
Fair Value
$9.50
Current Price
$8.98
$0.52 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%
No standout strengths identified
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 1.4%
Weak financial health signals
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 : SMWB
SMWB has a balanced fundamental profile.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : SMWB
The primary concerns for SMWB are EPS Growth, Market Cap, Operating Margin. Debt-to-equity of 2.01 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRM profiles as a mature stock while SMWB is a turnaround play — different risk/reward profiles.
SMWB carries more volatility with a beta of 1.30 — 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 (73/100 vs 27/100), backed by strong 22.0% margins and 10.8% revenue growth. SMWB offers better value entry with a 59.0% 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 →SimilarWeb Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Similarweb Ltd. provides website traffic solutions through AI-driven data analytics globally. The company is headquartered in Tel Aviv, Israel.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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