WallStSmart

Salesforce.com Inc (CRM)vsVertex (VERX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Salesforce.com Inc generates 5448% more annual revenue ($41.52B vs $748.44M). CRM leads profitability with a 18.0% profit margin vs 1.0%. CRM trades at a lower P/E of 23.5x. CRM earns a higher WallStSmart Score of 63/100 (C+).

CRM

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 7.0Value: 10.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.83

VERX

Avoid

29

out of 100

Grade: F

Growth: 5.3Profit: 4.0Value: 3.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.70
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRMUndervalued (+34.2%)

Margin of Safety

+34.2%

Fair Value

$276.43

Current Price

$181.96

$94.47 discount

UndervaluedFair: $276.43Overvalued
VERXSignificantly Overvalued (-4651.9%)

Margin of Safety

-4651.9%

Fair Value

$0.27

Current Price

$11.66

$11.39 premium

UndervaluedFair: $0.27Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRM4 strengths · Avg: 8.5/10
Market CapQuality
$171.49B9/10

Large-cap with strong market position

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.32B8/10

Generating 5.3B in free cash flow

VERX0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

CRM1 concerns · Avg: 4.0/10
Altman Z-ScoreHealth
1.834/10

Grey zone — moderate risk

VERX4 concerns · Avg: 3.0/10
Market CapQuality
$1.92B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

Profit MarginProfitability
1.0%3/10

1.0% margin — thin

Operating MarginProfitability
2.9%3/10

Operating margin of 2.9%

Comparative Analysis Report

WallStSmart Research

Bull 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 : VERX

VERX has a balanced fundamental profile.

Bear Case : CRM

The primary concerns for CRM are Altman Z-Score.

Bear Case : VERX

The primary concerns for VERX are Market Cap, Return on Equity, Profit Margin. A P/E of 300.5x leaves little room for execution misses. Thin 1.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

CRM profiles as a mature stock while VERX 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 29/100), 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.

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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.

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