Salesforce.com Inc (CRM)vsAtlassian Corp Plc (TEAM)
CRM
Salesforce.com Inc
$242.11
-4.63%
TECHNOLOGY · Cap: $198.10B
TEAM
Atlassian Corp Plc
$220.12
+0.32%
TECHNOLOGY · Cap: $54.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 569% more annual revenue ($43.94B vs $6.57B). CRM leads profitability with a 22.0% profit margin vs -0.8%. CRM appears more attractively valued with a PEG of 0.78. CRM earns a higher WallStSmart Score of 73/100 (B).
CRM
Strong Buy73
out of 100
Grade: B
TEAM
Hold45
out of 100
Grade: D+
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
+81.4%
Fair Value
$468.01
Current Price
$220.12
$247.89 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%
Earnings expanding 172.2% YoY
Large-cap with strong market position
Revenue surging 27.6% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Elevated debt levels
Trading at 52.7x book value
ROE of -5.1% — below average capital efficiency
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 : TEAM
The strongest argument for TEAM centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 27.6% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : TEAM
The primary concerns for TEAM are PEG Ratio, Debt/Equity, Price/Book.
Key Dynamics to Monitor
CRM profiles as a mature stock while TEAM is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.26 — expect wider price swings.
TEAM is growing revenue faster at 27.6% — 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 45/100), backed by strong 22.0% margins and 10.8% revenue growth. TEAM offers better value entry with a 81.4% 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 →Atlassian Corp Plc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Atlassian Corporation Plc designs, develops, licenses and maintains various software products worldwide. The company is headquartered in Sydney, Australia.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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