Salesforce.com Inc (CRM)vsTyler Technologies Inc (TYL)
CRM
Salesforce.com Inc
$183.02
-0.62%
TECHNOLOGY · Cap: $183.07B
TYL
Tyler Technologies Inc
$338.27
-3.10%
TECHNOLOGY · Cap: $15.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1680% more annual revenue ($41.52B vs $2.33B). CRM leads profitability with a 18.0% profit margin vs 13.5%. CRM appears more attractively valued with a PEG of 1.06. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
TYL
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.0%
Fair Value
$277.14
Current Price
$183.02
$94.12 discount
Margin of Safety
-449.7%
Fair Value
$61.72
Current Price
$338.27
$276.55 premium
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
Earnings expanding 110.0% YoY
Areas to Watch
Grey zone — moderate risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : TYL
The strongest argument for TYL centers on EPS Growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : TYL
The primary concerns for TYL are PEG Ratio, P/E Ratio. A P/E of 48.6x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while TYL is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
CRM is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (63/100 vs 49/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "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 →Tyler Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Tyler Technologies, Inc., based in Plano, Texas, is the largest provider of software to the United States public sector.
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