Salesforce.com Inc (CRM)vsServiceTitan, Inc. Class A Common Stock (TTAN)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
TTAN
ServiceTitan, Inc. Class A Common Stock
$63.08
-2.67%
TECHNOLOGY · Cap: $6.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 4221% more annual revenue ($41.52B vs $960.97M). CRM leads profitability with a 18.0% profit margin vs -16.6%. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
TTAN
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Intrinsic value data unavailable for TTAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.3B in free cash flow
Generating 39.9B in free cash flow
Revenue surging 21.4% year-over-year
Areas to Watch
Grey zone — moderate risk
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Currently unprofitable
Operating margin of -15.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, Price/Book. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : TTAN
The strongest argument for TTAN centers on Free Cash Flow, Revenue Growth. Revenue growth of 21.4% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Profit Margin.
Key Dynamics to Monitor
CRM profiles as a mature stock while TTAN is a growth play — different risk/reward profiles.
TTAN is growing revenue faster at 21.4% — sustainability is the question.
TTAN generates stronger free cash flow (39.9B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRM scores higher overall (63/100 vs 33/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "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 →ServiceTitan, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceTitan, Inc. (TTAN) is a leading software platform designed to optimize operational efficiency for the residential and commercial service sectors, focusing on industries such as plumbing, HVAC, and electrical services. By leveraging advanced scheduling, invoicing, and customer management tools, the company empowers contractors with data analytics and automation that promote enhanced performance and profitability. As a transformative force within the service industry, ServiceTitan is dedicated to continuous innovation of its product offerings and expanding its market presence, positioning itself as a vital partner for contractors navigating an increasingly competitive landscape.
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