Salesforce.com Inc (CRM)vsVTEX (VTEX)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
VTEX
VTEX
$3.96
+2.86%
TECHNOLOGY · Cap: $666.15M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 17165% more annual revenue ($41.52B vs $240.52M). CRM leads profitability with a 18.0% profit margin vs 8.3%. CRM trades at a lower P/E of 23.5x. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
VTEX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Margin of Safety
+39.8%
Fair Value
$5.15
Current Price
$3.96
$1.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.3B in free cash flow
Earnings expanding 54.2% YoY
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull 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 : VTEX
The strongest argument for VTEX centers on EPS Growth, Price/Book. Revenue growth of 10.5% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
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.
VTEX 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 52/100), backed by strong 18.0% margins and 12.1% revenue growth. VTEX offers better value entry with a 39.8% margin of safety. Both earn "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 →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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