Salesforce.com Inc (CRM)vsUber Technologies Inc (UBER)
CRM
Salesforce.com Inc
$185.48
+0.81%
TECHNOLOGY · Cap: $151.73B
UBER
Uber Technologies Inc
$73.93
-1.58%
TECHNOLOGY · Cap: $152.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 25% more annual revenue ($52.02B vs $41.52B). UBER leads profitability with a 19.3% profit margin vs 18.0%. CRM appears more attractively valued with a PEG of 1.00. CRM earns a higher WallStSmart Score of 70/100 (B).
CRM
Strong Buy70
out of 100
Grade: B
UBER
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.1%
Fair Value
$745.75
Current Price
$185.48
$560.27 discount
Margin of Safety
+32.1%
Fair Value
$105.13
Current Price
$73.93
$31.20 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Generating 5.3B in free cash flow
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
Grey zone — moderate risk
Expensive relative to growth rate
Earnings declined 95.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, PEG Ratio. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while UBER is a growth play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.16 — expect wider price swings.
UBER is growing revenue faster at 20.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (70/100 vs 56/100), backed by strong 18.0% margins and 12.1% revenue growth. UBER offers better value entry with a 32.1% margin of safety. Both earn "Strong Buy" and "Buy" 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 →Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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