Salesforce.com Inc (CRM)vsVertex (VERX)
CRM
Salesforce.com Inc
$150.12
-0.46%
TECHNOLOGY · Cap: $134.77B
VERX
Vertex
$10.58
0.00%
TECHNOLOGY · Cap: $1.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 5476% more annual revenue ($42.83B vs $768.03M). CRM leads profitability with a 18.7% profit margin vs -0.8%. CRM earns a higher WallStSmart Score of 76/100 (B+).
CRM
Strong Buy76
out of 100
Grade: B+
VERX
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.9%
Fair Value
$720.27
Current Price
$150.12
$570.15 discount
Margin of Safety
+55.5%
Fair Value
$28.81
Current Price
$10.58
$18.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
No standout strengths identified
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -2.6% — 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 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : VERX
Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : VERX
The primary concerns for VERX are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while VERX is a turnaround play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.15 — 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 27/100), backed by strong 18.7% margins and 13.3% revenue growth. VERX offers better value entry with a 55.5% margin of safety. Both earn "Strong 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 →Vertex
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Vertex, Inc. provides tax technology solutions for corporations in the retail, communications, leasing, and manufacturing industries in the United States and internationally. The company is headquartered in King of Prussia, Pennsylvania.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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