Salesforce.com Inc (CRM)vsSPS Commerce Inc (SPSC)
CRM
Salesforce.com Inc
$259.43
-1.46%
TECHNOLOGY · Cap: $203.87B
SPSC
SPS Commerce Inc
$82.00
-1.25%
TECHNOLOGY · Cap: $2.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5588% more annual revenue ($43.94B vs $772.49M). CRM leads profitability with a 22.0% profit margin vs 10.1%. CRM appears more attractively valued with a PEG of 0.90. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
SPSC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.7%
Fair Value
$721.77
Current Price
$259.43
$462.34 discount
Margin of Safety
+71.2%
Fair Value
$237.87
Current Price
$82.00
$155.88 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%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 63.9%
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 : SPSC
The strongest argument for SPSC centers on Debt/Equity, Altman Z-Score.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : SPSC
The primary concerns for SPSC are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CRM profiles as a mature stock while SPSC is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — 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 46/100), backed by strong 22.0% margins and 10.8% revenue growth. SPSC offers better value entry with a 71.2% margin of safety. 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 →SPS Commerce Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SPS Commerce, Inc. provides cloud-based supply chain management solutions globally. The company is headquartered in Minneapolis, Minnesota.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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