Salesforce.com Inc (CRM)vsVTEX (VTEX)
CRM
Salesforce.com Inc
$185.66
-0.34%
TECHNOLOGY · Cap: $164.49B
VTEX
VTEX
$3.65
-2.14%
TECHNOLOGY · Cap: $613.75M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 17236% more annual revenue ($42.83B vs $247.05M). CRM leads profitability with a 18.7% profit margin vs 9.4%. CRM trades at a lower P/E of 23.3x. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
VTEX
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.7%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Margin of Safety
+53.5%
Fair Value
$6.66
Current Price
$3.65
$3.01 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
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Earnings expanding 390.5% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Moderate valuation
Smaller company, higher risk/reward
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 : VTEX
The strongest argument for VTEX centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 12.1% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : VTEX
The primary concerns for VTEX are P/E Ratio, Market Cap.
Key Dynamics to Monitor
CRM profiles as a mature stock while VTEX is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — 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 (71/100 vs 48/100), backed by strong 18.7% margins and 13.3% revenue growth. VTEX offers better value entry with a 53.5% margin of safety. Both earn "Strong 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 →VTEX
TECHNOLOGY · SOFTWARE - APPLICATION · USA
VTEX provides a software-as-a-service digital commerce platform for business brands and retailers. The company is headquartered in London, the United Kingdom.
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