Salesforce.com Inc (CRM)vsYalla Group Ltd (YALA)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
YALA
Yalla Group Ltd
$6.47
+2.54%
TECHNOLOGY · Cap: $997.70M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 12044% more annual revenue ($41.52B vs $341.94M). YALA leads profitability with a 43.8% profit margin vs 18.0%. YALA appears more attractively valued with a PEG of 0.64. YALA earns a higher WallStSmart Score of 69/100 (B-).
CRM
Buy63
out of 100
Grade: C+
YALA
Strong Buy69
out of 100
Grade: B-
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
+64.5%
Fair Value
$20.38
Current Price
$6.47
$13.91 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 31.7%
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
Weak financial health signals
Revenue declined 7.7%
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 : YALA
The strongest argument for YALA centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 43.8% and operating margin at 31.7%. PEG of 0.64 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : YALA
The primary concerns for YALA are Market Cap, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
CRM profiles as a mature stock while YALA is a declining 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.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
YALA scores higher overall (69/100 vs 63/100), backed by strong 43.8% margins. CRM offers better value entry with a 34.2% 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.
Visit Website →Yalla Group Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Yalla Group Limited operates a voice-focused social media and entertainment platform under the name Yalla primarily in the Middle East and North Africa region. The company is headquartered in Dubai, the United Arab Emirates.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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