WallStSmart

Salesforce.com Inc (CRM)vsSprout Social Inc (SPT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Salesforce.com Inc generates 9017% more annual revenue ($42.83B vs $469.75M). CRM leads profitability with a 18.7% profit margin vs -8.2%. SPT appears more attractively valued with a PEG of 0.08. CRM earns a higher WallStSmart Score of 76/100 (B+).

CRM

Strong Buy

76

out of 100

Grade: B+

Growth: 7.3Profit: 7.5Value: 8.0Quality: 4.5
Piotroski: 5/9Altman Z: 1.50

SPT

Hold

47

out of 100

Grade: D+

Growth: 6.7Profit: 2.0Value: 6.7Quality: 4.5
Piotroski: 3/9Altman Z: -0.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRMUndervalued (+73.6%)

Margin of Safety

+73.6%

Fair Value

$713.24

Current Price

$181.50

$531.74 discount

UndervaluedFair: $713.24Overvalued

Intrinsic value data unavailable for SPT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRM6 strengths · Avg: 8.7/10
EPS GrowthGrowth
52.2%10/10

Earnings expanding 52.2% YoY

Market CapQuality
$139.28B9/10

Large-cap with strong market position

Return on EquityProfitability
23.4%9/10

Every $100 of equity generates 23 in profit

PEG RatioValuation
0.718/10

Growing faster than its price suggests

Operating MarginProfitability
21.8%8/10

Strong operational efficiency at 21.8%

Free Cash FlowQuality
$6.56B8/10

Generating 6.6B in free cash flow

SPT3 strengths · Avg: 9.0/10
PEG RatioValuation
0.0810/10

Growing faster than its price suggests

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

CRM2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.504/10

Distress zone — elevated risk

Debt/EquityHealth
1.223/10

Elevated debt levels

SPT4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$518.11M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-17.9%2/10

ROE of -17.9% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : CRM

The strongest argument for CRM centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.

Bull Case : SPT

The strongest argument for SPT centers on PEG Ratio, Debt/Equity, Price/Book. Revenue growth of 11.2% demonstrates continued momentum. PEG of 0.08 suggests the stock is reasonably priced for its growth.

Bear Case : CRM

The primary concerns for CRM are Altman Z-Score, Debt/Equity.

Bear Case : SPT

The primary concerns for SPT are EPS Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

CRM profiles as a mature stock while SPT is a turnaround play — different risk/reward profiles.

CRM carries more volatility with a beta of 1.18 — expect wider price swings.

CRM is growing revenue faster at 13.3% — sustainability is the question.

CRM generates stronger free cash flow (6.6B), providing more financial flexibility.

Bottom Line

CRM scores higher overall (76/100 vs 47/100), backed by strong 18.7% margins and 13.3% 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.

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Sprout Social Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Sprout Social, Inc. designs, develops, and operates a web-based social media management tool in the Americas, EMEA, and Asia Pacific. The company is headquartered in Chicago, Illinois.

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