WallStSmart

Salesforce.com Inc (CRM)vsUpbound Group Inc. (UPBD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Salesforce.com Inc generates 804% more annual revenue ($42.83B vs $4.74B). CRM leads profitability with a 18.7% profit margin vs 1.8%. CRM appears more attractively valued with a PEG of 0.76. 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

UPBD

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 8.0Quality: 5.0
Piotroski: 1/9Altman Z: 2.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRMUndervalued (+78.0%)

Margin of Safety

+78.0%

Fair Value

$720.27

Current Price

$158.37

$561.90 discount

UndervaluedFair: $720.27Overvalued
UPBDUndervalued (+35.5%)

Margin of Safety

+35.5%

Fair Value

$30.71

Current Price

$19.84

$10.87 discount

UndervaluedFair: $30.71Overvalued

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
$129.71B9/10

Large-cap with strong market position

Return on EquityProfitability
23.4%9/10

Every $100 of equity generates 23 in profit

PEG RatioValuation
0.768/10

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

UPBD3 strengths · Avg: 8.0/10
P/E RatioValuation
14.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
45.2%8/10

Earnings expanding 45.2% YoY

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

UPBD4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Market CapQuality
$1.19B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
1.8%3/10

1.8% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

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 : UPBD

The strongest argument for UPBD centers on P/E Ratio, Price/Book, EPS Growth. PEG of 1.39 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 : UPBD

The primary concerns for UPBD are Revenue Growth, Market Cap, Profit Margin. Debt-to-equity of 2.41 is elevated, increasing financial risk. Thin 1.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

CRM profiles as a mature stock while UPBD is a value play — different risk/reward profiles.

UPBD carries more volatility with a beta of 1.82 — 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 63/100), backed by strong 18.7% margins and 13.3% revenue growth. UPBD offers better value entry with a 35.5% 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.

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Upbound Group Inc.

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Upbound Group, Inc., an omni-channel platform company, leases household durable goods to customers on a lease-to-own basis in the United States, Puerto Rico, and Mexico. The company is headquartered in Plano, Texas.

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